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

Samsung Inheritance Tax Set Is Good News for Samsung Dividends

Samsung Closed the Gap with TSMC Already at 5nm? Whoa!

JY Lee & The Ides of March.....and What It Means for You

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Event-Driven

<p>On the latest earnings call, <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s). </p>

On the latest earnings call, Samsung Electronics (005930 KS) responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s). 

Taiwan Semiconductor (TSMC) - ADR (TSM US)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Samsung Electronics

Samsung Electronics - M&A in the Cards?