Samsung SDS Fallout and Short Prospects
Outside of being long favored stocks in Korea (SEC and SK Hynix and more recently Hyundai Mobis) and short the Kospi, we have been looking for high...
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Facebook, Cambridge Analytica, & Blockchain - Who Owns the Data?
Nearly $45 billion dollars worth of market cap has been shaved from Facebook Inc A (FB US) since the Cambridge Analytica data scandal. This is more...
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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...
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Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
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Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news from Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
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