Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Event-Driven

<p>It is not yet clear what intention Huawei has with its patent lawsuit against Samsung Electronics (SEC). But what appears certain at this point is that this is a very smart move for Huawei. That is, Huawei has nothing to lose even if it happens to lose this case. But from SEC’s position, even if SEC wins the battle, Huawei can at least get a positive marketing effect out of this patent lawsuit particularly in the US market where Huawei is struggling to establish a solid business presence (Huawei…</p>

It is not yet clear what intention Huawei has with its patent lawsuit against Samsung Electronics (SEC). But what appears certain at this point is that this is a very smart move for Huawei. That is, Huawei has nothing to lose even if it happens to lose this case. But from SEC’s position, even if SEC wins the battle, Huawei can at least get a positive marketing effect out of this patent lawsuit particularly in the US market where Huawei is struggling to establish a solid business presence (Huawei…

SEC-Huawei Lawsuit: No Short-Term Trading Opportunity for SEC but Long-Term Impact Remains Uncertain