Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Equity Bottom-Up

<p>Samsung LJY is still in Japan. What is he still doing there? Apparently, he is trying to secure etching gas as much as possible. Now, it's all about etching gas. In this post, I will do some checkups on LJY's current Japan trip and the recent price movement on Samsung.</p>

Samsung LJY is still in Japan. What is he still doing there? Apparently, he is trying to secure etching gas as much as possible. Now, it's all about etching gas. In this post, I will do some checkups on LJY's current Japan trip and the recent price movement on Samsung.

Samsung Situation: Stella Chemifa Dilemma & Recent Price Movement

Thematic (Sector/Industry)

<p>This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech material export tightening measure that is to be in force one month from now (Aug 1).</p>

This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech material export tightening measure that is to be in force one month from now (Aug 1).

Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements

Japan

STELLA CHEMIFA CORPORATION produces and markets various kinds of high purity chemical products.  The Company's products include fluorine compounds which are used as cleansing agents for semiconductors, and lithium for batteries.  Stella Chemifa exports its products to Korea, Taiwan, Malaysia, and US.

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Stella Chemifa (4109 JP)

Samsung Situation: Stella Chemifa Dilemma & Recent Price Movement

Samsung LJY is still in Japan. What is he still doing there? Apparently, he is trying to secure etching gas as much as possible. Now, it's all...

Sanghyun Park

Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements

This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...

Sanghyun Park

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)