Daily BriefsSouth Korea

Daily Brief South Korea: Samsung Electronics, Samsung C&T and more

In today’s briefing:

  • Samsung Daily Buyback Flow Compiled (Excel): Notable Flow/Price Sync Pattern Identified
  • Supreme Court’s Final Ruling on Samsung’s Lee Jae-Yong on 17 July: Impact on Samsung Group Companies


Samsung Daily Buyback Flow Compiled (Excel): Notable Flow/Price Sync Pattern Identified

By Sanghyun Park

  • Daily buyback flow data for Samsung (ord + pref) since last Nov compiled — Excel file attached below.
  • Started with ~1M/day (for ord), ramped up at 20–30%, then tapered post-60% — same playbook in both legs, with the second showing even more methodical, steady pacing.
  • Price action tracked buyback flow closely — especially in leg 2, where the mid-heavy-light volume pattern showed strong consistency.

Supreme Court’s Final Ruling on Samsung’s Lee Jae-Yong on 17 July: Impact on Samsung Group Companies

By Douglas Kim

  • The Supreme Court of Korea plans to make a final ruling on Samsung’s Lee Jae-Yong on 17 July.
  • If the Supreme Court confirms this appellate court’s ruling, then Lee Jae-Yong would finally be cleared of all charges related to the Samsung C&T and Cheil Industries merger. 
  • The market is mostly expecting the confirmation of “not guilty” on all 19 charges on Lee Jae-Yong.

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