Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

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Equity Bottom-Up

<ul>
<li>We are again hearing <a href="https://www.smartkarma.com/entities/191" target="_blank" data-smartkarma-citation="entities:191:1">Samsung Electronics (005930 KS)</a> entering the auto business. This rumor has surfaced yesterday among local investors. But Samsung Electronics quickly came out and denied this market rumor through an internal announcement to its employees early this morning.</li>
<li>However, despite Samsung's denials, some local investors and industry experts including myself actually believe that there is a serious possibility for this (Samsung entering the auto business) to happen under the current Moon administration as a political compromise between Samsung and the Moon administration. This is exactly why this rumor has been so widely amplified inside and outside Samsung Group over the last week.</li>
<li>That is, the current administration needs Samsung to enter the EV business for job creation and in return Samsung can get some key regulatory gifts for its restructuring. In this post, I further elaborate on this aspect. </li>
</ul>


We are again hearing Samsung Electronics (005930 KS) entering the auto business. This rumor has surfaced yesterday among local investors. But Samsung Electronics quickly came out and denied this market rumor through an internal announcement to its employees early this morning.
However, despite Samsung's denials, some local investors and industry experts including myself actually believe that there is a serious possibility for this (Samsung entering the auto business) to happen under the current Moon administration as a political compromise between Samsung and the Moon administration. This is exactly why this rumor has been so widely amplified inside and outside Samsung Group over the last week.
That is, the current administration needs Samsung to enter the EV business for job creation and in return Samsung can get some key regulatory gifts for its restructuring. In this post, I further elaborate on this aspect. 


Samsung Fire & Marine Insurance (000810 KS)

Samsung's EV Business Rumor: Despite Denials, This Can Happen as a Political Compromise