Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

At the Core Lies Why Anything Named Samsung Deserves a Discount

Samsung Electronics:  Return of the King

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ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<ul>
<li>Local press states that <a href="https://www.smartkarma.com/entities/samsung-electronics-pref-shares" target="_blank" data-smartkarma-citation="entities:23591:1" rel="noopener">Samsung Electronics Pref Shares (005935 KS)</a>sold shares as they look to invest in their future capex</li>
<li>The capex amount for 2023 will be around 40-50 trillion KRW and it doesn't seem like W3 trillion is a needle mover</li>
<li>With a new 3 year shareholder return plan, I would think maybe cash is needed to secure ammunition for M&amp;A</li>
</ul>


Local press states that Samsung Electronics Pref Shares (005935 KS)sold shares as they look to invest in their future capex
The capex amount for 2023 will be around 40-50 trillion KRW and it doesn't seem like W3 trillion is a needle mover
With a new 3 year shareholder return plan, I would think maybe cash is needed to secure ammunition for M&amp;A


Samsung Electronics Pref Shares (005935 KS)

Samsung Electronics

Is Samsung M&A About to Happen?