Final Samsung Electronics Stake Sale: Overhang Risk, Control Optics, & Clean Pref Reversion Trade
This post analyzes the final Samsung Electronics stake sale by the founding family—highlighting near-term overhang risk, control optics, and a...
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Block Deal Sale of 1.7 Trillion Won Worth of Samsung Electronics
It was reported that Hong Ra-hee, Lee Boo-jin, and Lee Seo-hyun will be selling a combined 1.7 trillion won (US$1.2 billion) worth of Samsung...
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Samsung Electronics (005930 KS/Buy)Back on the Growth Track
Back on the growth track3Q25 preliminary results We raise our target price for Samsung Electronics (SEC) to W127,000 (from W111,000)
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Korea’s Div Tax Story Suddenly Hits a Radical Inflection: Targeting Samsung Elec & Hyundai Motor
The Presidential Office’s policy chief just signaled the upcoming dividend tax reform could be far more aggressive than expected, directly...
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An Update of Our 2025 High Conviction Pick: Samsung Electronics
Back on 6 November 2024, we published an insight called 2025 High Conviction: Samsung Electronics. In this insight, we provide an update of Samsung...
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