Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Why Samsung Electronics Should Buyback and Cancel At Least 10% of Its Preferred Shares

Korean Prefs Outperforming Common Shares Amid Recent Bear Market in Korea

Samsung Electronics Preparing to Announce Shareholder Returns of 100 Trillion Won+

Douglas Research Advisory

Equity Bottom-Up

Samsung Electronics Pref Shares / Equity Bottom-Up

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>In this insight, I discuss numerous gap trade opportunities involving Korean preferred and common shares in 4Q 2026.</li>
<li>Preferred companies' share price discount (relative to the common shares) on the 27 pairs below was 46.9% as of 1 October 2026, down slightly from 47.2% on 3 July 2026. </li>
<li>There has been an increasing number of pairs (such as Samsung Electronics pref) where the preferred shares are starting to outperform their common share counterparts in the past three months. </li>
</ul>


In this insight, I discuss numerous gap trade opportunities involving Korean preferred and common shares in 4Q 2026.
Preferred companies' share price discount (relative to the common shares) on the 27 pairs below was 46.9% as of 1 October 2026, down slightly from 47.2% on 3 July 2026. 
There has been an increasing number of pairs (such as Samsung Electronics pref) where the preferred shares are starting to outperform their common share counterparts in the past three months. 


Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 4Q 2026