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

Samsung Electronics: Cancellation of 16 Trillion Won Worth of Treasury Shares

Important Highlights of Samsung Electronics AGM (New Share Buyback of 7.2 Trillion Won)

Google's TurboQuant - Negative Impact on SK Hynix and Samsung Electronics in the Near Term

2025 High Conviction: Samsung Electronics

Samsung Electronics: Block Deal Sale of 1.8 Trillion Won for Inheritance Tax Payment by Lee Family

Samsung Electronics: A 20% Beat in OP for 4Q25 and a Special Dividend of 1.3 Trillion Won

Samsung Electronics Preferred - Time to Catch Up to Common Shares

Clear Recent Outperformance of Korean Preferred Vs. Common Shares

Douglas Research Advisory

Event-Driven

<ul>
<li>Two of the biggest near-term issues facing Samsung Electronics are the eruption of war in Iran and the potential selling of 15 million shares in the company by Hong Ra-Hee.</li>
<li>Shinhan Bank is likely to sell the 15 million Samsung Electronics shares amid this geo-political eruption in Iran sometime in the next one to two weeks, in our view. </li>
<li>ADTV of Samsung Electronics is 26.5 million (over 60 days). Therefore, the 15 million shares represent 57% of ADTV. </li>
</ul>


Two of the biggest near-term issues facing Samsung Electronics are the eruption of war in Iran and the potential selling of 15 million shares in the company by Hong Ra-Hee.
Shinhan Bank is likely to sell the 15 million Samsung Electronics shares amid this geo-political eruption in Iran sometime in the next one to two weeks, in our view. 
ADTV of Samsung Electronics is 26.5 million (over 60 days). Therefore, the 15 million shares represent 57% of ADTV. 


Hong Ra-Hee Ready To Sell 15mn Samsung Electronics Shares Amid Ongoing War in Iran?