Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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C&T/Cheil: Proposed Inconsistencies & Magical Arithmetic
On June 30, Samsung C&T sent a letter to shareholders. That letter talked about the "significant business challenges and industry headwinds."...
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C&T/Cheil: Proxy Advisors Lambaste "Profoundly Unattractive" Deal
Proxy advisors Glass Lewis and Institutional Shareholder Services - the two largest global proxy advisors - have come out against the proposed...
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C&T/Cheil: A Big Day Tomorrow, But.... Did Cheil Put Their Foot In It?
Since the merger between Samsung C&T and Cheil Industries was announced a month ago, the mantra from the two companies has been that C&T...
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South Korea's National Pension Service - Smashing Traditions
The National Pension Service (NPS) announced on 24 June 2015 that it will oppose a merger between SK Holdings / SK C&C on the basis that the...
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