Courtenay Special Situations Fund Falls 14% in July, Adds to Elon Musk-Linked Stakes
GA-Courtenay Special Situations Fund declined 13.8% in July, taking its year-to-date return to -10.0%, as an unusual liquidity-driven dislocation...
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Samsung C&T: Updated NAV Analysis and Excessive Price Gap Vs Samsung Electronics
My updated NAV analysis of Samsung C&T (028260 KS) suggests implied NAV of 482,364 won per share, representing 83% upside from current levels.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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An Update on Samsung Electronics Chairman Lee Jae-Yong and His Family Members' Inheritance Taxes
It was reported on 19 January that Hong Ra-Hee (mother of Samsung Chairman Lee Jae-Yong) plans to sell 15 million shares of Samsung Electronics...
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Hong Ra-Hee To Give 1.8 Million Shares of Samsung C&T to Her Son Lee Jae-Yong
After the market close on 2 December, it was reported that Hong Ra-Hee plans to give all of her 1,808,577 shares in Samsung C&T (1.06% stake) to...
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