All Roads Lead to Samsung C&T
The margin of safety in Samsung C&T Corp (028260 KS) has become a lot more attractive versus one or two years ago. In this report, we...
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Samsung C&T Placement - Well Flagged Selldown by SDI but Recent Biopharma News May Play Spoilsport
Samsung SDI Co Ltd (006400 KS) plans to raise approximately US$520m by selling its 2% stake in Samsung C&T Corp (028260 KS). The selldown was...
286 Views
Hotel Shilla Preferred Shares - Time to Play Catch Up; Excellent Value for the Turtles
We believe that Hotel Shilla preferred (008775 KS) shares provide an excellent value right now. In the past one year, Hotel Shilla preferred...
275 Views
BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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Korean Pref Shares: Closing the Gap [2] - 1Q18 Review
This report is a review of the major Korean preferred shares in 1Q18. Investing in the Korean pref shares is for the turtles, not the rabbits. In...
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