Short Samsung C&T? SamE Spinoff-Based C&T Holdco Conversion Is Still A Real Possibility
Should we short Samsung C&T Corp (028260 KS) now? This question is the same as "Will Samsung C&T never become Samsung's holdco?" Of course,...
274 Views
A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
911 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
346 Views
YAS IPO Part 1 - IPO Prospectus Summary
YAS Co Ltd/Korea (255440 KS) was founded in 2002 by two university professors named Jeong Kwang-ho and Hwang Chang-ho. Both have a Ph.D. degree in...
616 Views
The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
434 Views