Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>US tariff hike on Chinese electric vehicles, solar cells, and semiconductors could raise costs for clean energy industry in China, affecting competitiveness and growth.</li><li>AT&amp;S to sell medtech PCB factory in South Korea, indicating potential changes in the global supply chain.</li><li>AI rush leading to staffing shortages at companies like Amazon and Google, while India sees surge in AI spending by 2027.</li></ul>

US tariff hike on Chinese electric vehicles, solar cells, and semiconductors could raise costs for clean energy industry in China, affecting competitiveness and growth.AT&amp;S to sell medtech PCB factory in South Korea, indicating potential changes in the global supply chain.AI rush leading to staffing shortages at companies like Amazon and Google, while India sees surge in AI spending by 2027.

Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>After the market close on 8 April, it was reported that Lee Boo-Jin will sell 5,247,140 shares of Samsung Electronics in a block deal (up to 443 billion won).</li>
<li>The expected block deal sale price is 83,700 to 84,500 won per share, which represents a discount rate of up to 0.95% compared to the closing price on 8 April. </li>
<li>We are positive on this block deal sale and on Samsung Electronics. We would take the deal. </li>
</ul>


After the market close on 8 April, it was reported that Lee Boo-Jin will sell 5,247,140 shares of Samsung Electronics in a block deal (up to 443 billion won).
The expected block deal sale price is 83,700 to 84,500 won per share, which represents a discount rate of up to 0.95% compared to the closing price on 8 April. 
We are positive on this block deal sale and on Samsung Electronics. We would take the deal. 


Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-Jin

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Samsung Electronics / Equity Capital Markets

<ul>
<li>KEB Hana Bank, on behalf of Lee Boo-Jin, is looking to raise up to US$325m via selling 0.1% of  Samsung Electronics (005930 KS).</li>
<li>The deal appears to be somewhat well flagged and the company recently reported better operating numbers for 1Q24.</li>
<li>In this note, we will run the deal through our ECM framework and talk about the recent updates.</li>
</ul>


KEB Hana Bank, on behalf of Lee Boo-Jin, is looking to raise up to US$325m via selling 0.1% of  Samsung Electronics (005930 KS).
The deal appears to be somewhat well flagged and the company recently reported better operating numbers for 1Q24.
In this note, we will run the deal through our ECM framework and talk about the recent updates.


Samsung Electronics Placement - Better Timing This Time Around

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>Samsung's earnings was recently reported, with memory revenues up nearly 50% in the fourth quarter</li>
<li>This gain has been driven by very strong growth in AI and a normalization of inventory levels</li>
<li>The memory business is approaching positive margins once again, and SK hynix is already profitable</li>
</ul>


Samsung's earnings was recently reported, with memory revenues up nearly 50% in the fourth quarter
This gain has been driven by very strong growth in AI and a normalization of inventory levels
The memory business is approaching positive margins once again, and SK hynix is already profitable


Managing Director, Who's Good

Jungmin(Charlotte) Hong

Managing Director

ASIA’S FIRST AI-DRIVEN ESG INSIGHT PROVIDER

Who's Good

Using AI technologies and public data, Who’s Good provides objective and up-to-date corporate ESG insights on Asian companies.

WHY WHO'S GOOD

* Time-sensitive: Time is the essence in finance. Artificial Intelligence (AI) can process vast amount of information in a short span of time. Our powerful algorithm offers real-time in-depth corporate ESG analysis with out compromising its quality.
* Objective: We turned to public big data and news big data as source to base our analysis on and to preserve impartiality. We leverage 350 public big data sources and 93 news data sources in Korea to uncover insights.
* Insightful: Who’s Good ESG analysis coverage extends to all listed and non-listed companies in Korea. This allows us to provide a comprehensive insight into the Korean market.
* Global approach to ESG: Our ESG research framework is built on international standards and principles including UN Global Compact, ISO 26000, ICGN and CFA Guidelines on Corporate Governance to meet the global standards.

<ul>
<li>Former Samsung executive attempted to construct replicated factory 1.5 km away from Samsung Electronics' Chinese plant by stealing technology</li>
<li>Prosecutors described this case as a leakage of “core national technologies”</li>
<li>This technology theft incident falls under the category of risk oversight, and currently, Samsung Electronics' company risk is rated at an extreme level of 4.0</li>
</ul>


Former Samsung executive attempted to construct replicated factory 1.5 km away from Samsung Electronics' Chinese plant by stealing technology
Prosecutors described this case as a leakage of “core national technologies”
This technology theft incident falls under the category of risk oversight, and currently, Samsung Electronics' company risk is rated at an extreme level of 4.0


Samsung Electronics (005930 KS): Ongoing Struggles with Technology Leaks and Governance Issues

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Samsung Electronics (SMSN LI)

Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.

US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...

Tech Supply Chain Tracker

Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-Jin

After the market close on 8 April, it was reported that Lee Boo-Jin will sell 5,247,140 shares of Samsung Electronics in a block deal (up to 443...

Douglas Kim

Samsung Electronics Placement - Better Timing This Time Around

KEB Hana Bank, on behalf of Lee Boo-Jin, is looking to raise up to US$325m via selling 0.1% of Samsung Electronics (005930 KS).

Sumeet Singh

Samsung Memory Revenues Up Impressively

Samsung's memory business sees significant growth in Q4, driven by AI and inventory stabilization, nearing positive margins while SK hynix turns...

Jim Handy

Samsung Electronics (005930 KS): Ongoing Struggles with Technology Leaks and Governance Issues

Samsung Electronics faces recurrent technology leakage, including the replication of entire factories, prompting a closer examination of their...

Jungmin(Charlotte) Hong

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.

US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...

Tech Supply Chain Tracker

Samsung Electronics: Block Deal Sale of 5.2 Million Shares by Lee Boo-Jin

After the market close on 8 April, it was reported that Lee Boo-Jin will sell 5,247,140 shares of Samsung Electronics in a block deal (up to 443...

Douglas Kim

Samsung Electronics Placement - Better Timing This Time Around

KEB Hana Bank, on behalf of Lee Boo-Jin, is looking to raise up to US$325m via selling 0.1% of Samsung Electronics (005930 KS).

Sumeet Singh

Samsung Memory Revenues Up Impressively

​Samsung's memory business sees significant growth in Q4, driven by AI and inventory stabilization, nearing positive margins while SK hynix turns...

Jim Handy

Samsung Electronics (005930 KS): Ongoing Struggles with Technology Leaks and Governance Issues

Samsung Electronics faces recurrent technology leakage, including the replication of entire factories, prompting a closer examination of their...

Jungmin(Charlotte) Hong

Samsung's memory business sees significant growth in Q4, driven by AI and inventory stabilization, nearing positive margins while SK hynix turns...