Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
479 Views
Cheil Worldwide: Three Key Catalysts
The three key catalysts of Cheil Worldwide (030000 KS) include a) Samsung's Roll-Out of New 5G Smartphones; b) Tokyo Summer Olympics and National...
352 Views
Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
632 Views
Samsung Life's SamE Stake Disposal - Facts & Calculations
The Korea FTC (the KFTC for short) is now 'officially' pushing Samsung Group for governance reform. It first ordered Samsung SDI to dispose all of...
238 Views
Samsung Card Bullish Base Targets 52k
Samsung Card has been making good headway after breaking above 37,500 resistance where we flagged a bullish move. Resolution of a share buyback...
114 Views