bullish
Buffett's Investments in Japanese Trading Companies - Positive Boost to Korean Trading Companies?
315 Views15 Sep 2020 23:19
SUMMARY
In this insight, we highlight seven major trading companies in Korea that could receive a greater positive boost from the global institutional investors who seek to find similar companies to the Japanese trading companies invested by Warren Buffett. The seven Korean trading companies mentioned in this insight have an average P/B multiple of 0.5x in 2020, which is 23% lower than the average P/B multiple of 0.7x for the five Japanese trading companies invested by Warren Buffett. These companies are as follows:
- Samsung C&T
- GS Corp
- Hanwha Corp
- POSCO International
- SK Networks
- LG International
- Hyundai Corp
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
- Korea M&A Spotlight: A Merger Between GS Retail and GS Home Shopping11 Nov 2020
- Details on Inheritance Taxes & Impact on the Samsung Group Post Death of Chairman Lee26 Oct 2020
- Korea Small Cap Gem #6: LG International29 Sep 2020
- Buffett's Investments in Japanese Trading Companies - Positive Boost to Korean Trading Companies?15 Sep 2020
- A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons10 Sep 2020
- LG International - Announces Share Buyback of Nearly 28% of Market Cap03 Apr 2020
- Buy Samsung C&T23 Mar 2020
x