Samsung Just Dropped Its Value-Up Filing: Key Highlights and This Year’s DPS Estimate
This post dives into Samsung’s just-released value-up filing, covering the key highlights and our estimate for this year’s DPS.
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South Korea's Microchip Exports Are Booming. So Why Are Foreigners Still Selling Its Stock Market?
Record chip exports, record foreign selling. The gap closes once you see who sold, when, and who bought: two stocks, mostly before exports peaked,...
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Primer: Samsung Electronics Pref Shares (005935 KS) - Aug 2026
Samsung Electronics is a global leader in semiconductors and consumer electronics, with its Device Solutions (semiconductor) division being the...
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Front-Running Korea’s 2x Single-Stock ETFs: Basis Blowouts & Calendar Spread Arb Pre-June Launch
This post looks into front-running Korea’s 2x single-stock ETFs: basis blowouts & calendar spread arb ahead of June launch.
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Primer: Samsung Electronics (SMSD LI) - Aug 2026
Samsung Electronics is uniquely positioned as a global, vertically integrated leader across the technology value chain, from mission-critical...
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