Clearing up the FSS’s Sudden Call on Samsung Life’s Samsung Elec Stake Accounting Shift
This post clarifies FSS's sudden call today and clears up misunderstandings about Samsung Life’s Samsung Electronics stake accounting change.
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KRX Foreign Holding Weekly (Aug 29th): SK Hynix, Hanwha Ocean, Samsung Electronics, Samsung H.I.
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hanwha Ocean, Samsung Electronics,...
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Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead
​Samsung's potential Intel stake underscores the importance of packaging know-how over customers, serving as a hedge for production issues, while...
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Korean Air: A Major Rights Offering Capital Raise Likely In Next 1-2 Years
We believe a major rights offering capital raise is likely for Korean Air in the next 1-2 years. On 25 August, Korean Air announced a 70 trillion...
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Nota IPO Valuation Analysis
Our base case valuation of Nota suggests target price of 11,948 won per share, which represents 31% higher than the high end of the IPO price range...
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