Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

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<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> has been a nice outperformer relative to <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a> and <a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron Technology (MU US)</a> due to valuation, tech merit and exposure to AI</li>
<li>For cyclical stocks, no matter defensive vs. peers, does it make more sense to play the pure plays?</li>
<li>On the recent settlement between Elliott and <a href="https://www.smartkarma.com/entities/samsung-c-t-corporation" target="_blank" data-smartkarma-citation="entities:481:1" rel="noopener">Samsung C&amp;T (028260 KS)</a> , there was a secret payment made to just Elliott. What about the other minority shareholders?!</li>
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Samsung Electronics (005930 KS) has been a nice outperformer relative to SK Hynix (000660 KS) and Micron Technology (MU US) due to valuation, tech merit and exposure to AI
For cyclical stocks, no matter defensive vs. peers, does it make more sense to play the pure plays?
On the recent settlement between Elliott and Samsung C&amp;T (028260 KS) , there was a secret payment made to just Elliott. What about the other minority shareholders?!


At the Core Lies Why Anything Named Samsung Deserves a Discount

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

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<li><div class="content-highlight">In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks that have been buying back their shares have been outperforming the market in recent weeks. Share buybacks continue to be an "alpha generating" catalyst in the Korean stock market. Time and again, companies that buyback stocks in Korea tend to outperform the market.</div></li>
<li>For example, these 26 stocks that have announced share repurchase programs in 2017 are up…</li>
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In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks that have been buying back their shares have been outperforming the market in recent weeks. Share buybacks continue to be an "alpha generating" catalyst in the Korean stock market. Time and again, companies that buyback stocks in Korea tend to outperform the market.
For example, these 26 stocks that have announced share repurchase programs in 2017 are up…


Alpha Generation from Share Buybacks in Korea (2017 YTD)

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?

Clouds Ahead for Foreign Aircraft Sales in China?

This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the "Tesla requirements"), which the Korean regulators proposed last year to be implemented starting this year. The "Tesla requirements" are technology/high growth oriented companies that may not be current profitable but show much promise in their future growth potential.Just a reminder that the proposed put-back option guarantees the investors a…

This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the "Tesla requirements"), which the Korean regulators proposed last year to be implemented starting this year. The "Tesla requirements" are technology/high growth oriented companies that may not be current profitable but show much promise in their future growth potential.Just a reminder that the proposed put-back option guarantees the investors a…

Update on the Put Back Option Clause for IPOs in the Korea Stock Market

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Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this report, we have identified 14 of the most widely noted companies in the Korean stock market that have received the most attention regarding the potential conversion into holdco structures.</li>
<li>These 14 companies (holdco conversion candidates) are up on average 9.1% in the past six months versus KOSPI which is up only 2.7% in the same period. These 14 holdco…</li>
</ul>



Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this report, we have identified 14 of the most widely noted companies in the Korean stock market that have received the most attention regarding the potential conversion into holdco structures.
These 14 companies (holdco conversion candidates) are up on average 9.1% in the past six months versus KOSPI which is up only 2.7% in the same period. These 14 holdco…


Comprehensive List of Holdco Conversion Candidates in Korea

South Korea

Samsung C&T Corporation provides chemicals services. The Company manufactures chemicals, wholesales and distributes chemicals for agricultural purposes. Samsung C&T serves clients in Korea.

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Samsung C&T Corp/Old (000830 KS)

At the Core Lies Why Anything Named Samsung Deserves a Discount

Why Samsung deserves a discount and the new 3 yr shareholder return plan nor M&A will fix this unless one or both of 2 things happen.

Ken S. Kim

Clouds Ahead for Foreign Aircraft Sales in China?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...

Bixmoor

Update on the Put Back Option Clause for IPOs in the Korea Stock Market

This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...

Douglas Kim

Comprehensive List of Holdco Conversion Candidates in Korea

Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

At the Core Lies Why Anything Named Samsung Deserves a Discount

Why Samsung deserves a discount and the new 3 yr shareholder return plan nor M&A will fix this unless one or both of 2 things happen.

Ken S. Kim

Alpha Generation from Share Buybacks in Korea (2017 YTD)

In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...

Douglas Kim

Clouds Ahead for Foreign Aircraft Sales in China?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...

Bixmoor

Update on the Put Back Option Clause for IPOs in the Korea Stock Market

This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...

Douglas Kim

Comprehensive List of Holdco Conversion Candidates in Korea

Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...

Douglas Kim