Detailed Scenario of Elliott's Samsung Modernization Plan Part 1 - Holdco Creation
Now we need to examine how realizable Elliott's proposal is. Clearly, Elliott's proposal to split SEC and create Holdco (with C&T) is not...
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What Elliott Is Really After? Samsung Embarrassed, But No Reason to Refuse Proposal
Elliott people are amazingly smart. Elliott people have learned what they could do and couldn't do from the C&T merger. They always need to act...
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Elliott's Proposal to Samsung: Things We Should Know
Samsung does not seem to be bothered by Elliott's proposal. Officially, Samsung said that it would carefully examine the proposal of Elliott...
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Samsung BioLogics IPO Part 3 - Valuation
Samsung BioLogics has just filed an IPO report. I will summarize Samsung BioLogics IPO report in the following three parts:Part 1 - IPO...
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Snapshot at Micron's Guidance Beats and Progress on Inotera Transaction
Executive summary Micron Technology Inc (MU US)Â guides a strong 4Q16 sales growth of 10-20% q/q and 6-15% y/y to US$3.55-3.85bn, beating Bloomberg...
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