BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Samsung (005930 KS): Changing the Game with Foldable Screens
Earnings on an upcycle trend, sales on an upcycle trend, and low debt levels relative to its sector Going to increase its DRAM capacity in order...
228 Views
Samsung Life's SamE Stake Disposal - Facts & Calculations
The Korea FTC (the KFTC for short) is now 'officially' pushing Samsung Group for governance reform. It first ordered Samsung SDI to dispose all of...
390 Views
Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
317 Views
Samsung Governance Reform - Why Local Institutions Turning Away from C&T?
It certainly seems that this is a very rare event. Honestly, I don't recall anything like this, that one of Korea's top regulation agencies...
309 Views