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 (005930 KS) Tactical Outlook: One More Week of Gains?

Tactical View: Is Samsung Electronics (005930 KS) A Penny Stock?

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

2025 High Conviction: Samsung Electronics

Clear Recent Outperformance of Korean Preferred Vs. Common Shares

Samsung Electronics Clinches a Huge Chip Contract from Tesla

Samsung Electronics (005930 KS): 1.7 T KRW Block Deal Sale, Where to Buy the Inevitable Pullback

Final Samsung Electronics Stake Sale: Overhang Risk, Control Optics, & Clean Pref Reversion Trade

Douglas Research Advisory

Equity Bottom-Up

Samsung Electronics Pref Shares / Equity Bottom-Up

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>Samsung Electronics (common) is up 183.6%, outperforming Samsung Electronics (preferred) which is up 155.3% (past one year). The price ratio of the two stocks is above two standard deviation. </li>
<li>The higher probability scenario is for Samsung Electronics preferred shares to outperform its common shares over the next 6-12 months.</li>
<li>Currently, Samsung Electronics' preferred shares are trading at 26.8% discount to their common shares, which is at a multi-year high discount.</li>
</ul>


Samsung Electronics (common) is up 183.6%, outperforming Samsung Electronics (preferred) which is up 155.3% (past one year). The price ratio of the two stocks is above two standard deviation. 
The higher probability scenario is for Samsung Electronics preferred shares to outperform its common shares over the next 6-12 months.
Currently, Samsung Electronics' preferred shares are trading at 26.8% discount to their common shares, which is at a multi-year high discount.


Samsung Electronics Preferred - Time to Catch Up to Common Shares