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

A Physical Split of Samsung Electronics into Two Companies Amid Big Profit Difference in DS and DX?

Labor Union of Samsung Electronics to Force Shut Down Starting 21 May?

Launch of Samsung Electronics and SK Hynix 2x Single-Stock Leveraged ETFs Confirmed for 27 May

FnGuide SK Hynix Value Chain Index, SK Hynix, and Nvidia (Think of the Movie Godfather)

Updated NAV Analysis of SK Square + the Right Way Vs Wrong Way to Split/Spin-Off a Company in Korea

Douglas Research Advisory

Event-Driven

<ul>
<li>Samsung Electronics' management and labor union has yet to reach a deal. The labor union plans to start its strike on 21 May. </li>
<li>Samsung's labor union has warned that the strike could cause damages of about 1 trillion won per day.</li>
<li><em><strong>My base case - I think the most likely scenario with regards to Samsung Electronics' labor union dispute is an actual partial shutdown that could last one to several days. </strong></em></li>
</ul>


Samsung Electronics' management and labor union has yet to reach a deal. The labor union plans to start its strike on 21 May. 
Samsung's labor union has warned that the strike could cause damages of about 1 trillion won per day.
My base case - I think the most likely scenario with regards to Samsung Electronics' labor union dispute is an actual partial shutdown that could last one to several days. 


ChangXin Memory Technologies Inc (1726722D CH)

イ・ビョンチョルの名言 ― 「労働組合は私の屍を越えて認められるだろう」