Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Samsung Electronics Long Pair, Entry Levels and Macro Bull Targets

Samsung Electronics - Capital Group's Selling Came to an End, What Now?

Samsung Electronics CEO Kwon Resignation - Intentions & Ramifications

Implications of Samsung Lee's Sentence Today

Why Can Samsung's Lee Jae-Yong Be Found Not Guilty?

Will Samsung Electronics Have Dual Governance Structure? Implications of Latest Law Revision

Event-Driven

<p>Should we short <a href="https://www.smartkarma.com/entities/481" target="_blank" data-smartkarma-citation="entities:481:1">Samsung C&amp;T Corp (028260 KS)</a> now? This question is the same as "Will Samsung C&amp;T never become Samsung's holdco?" Of course, C&amp;T also has its own operating business assets. I mean this so-called holdco premium isn't the only thing that affects C&amp;T's price. But I don't think many people can counter-argue that Samsung holdco premium is the most influencing factor for C&amp;T's current price. So, in this insight, I will specifically discuss C&amp;T's chance to become Samsung's holdco. I'd like to tell you that this insight isn't about making investment recommendations or getting right valuations for C&amp;T. I will try to look at C&amp;T's situation only from this holdco premium angle and make a conclusion on whether to short it or not.</p>

Should we short Samsung C&amp;T Corp (028260 KS) now? This question is the same as "Will Samsung C&amp;T never become Samsung's holdco?" Of course, C&amp;T also has its own operating business assets. I mean this so-called holdco premium isn't the only thing that affects C&amp;T's price. But I don't think many people can counter-argue that Samsung holdco premium is the most influencing factor for C&amp;T's current price. So, in this insight, I will specifically discuss C&amp;T's chance to become Samsung's holdco. I'd like to tell you that this insight isn't about making investment recommendations or getting right valuations for C&amp;T. I will try to look at C&amp;T's situation only from this holdco premium angle and make a conclusion on whether to short it or not.

Samsung Fire & Marine Insurance (000810 KS)

Samsung Electro Mechanics Co, Ltd. (009150 KS)

サムスンC&amp;Tの空売り？サムスンC&amp;Tのスピンオフによるホールディングカンパニー化は依然として現実的な可能性

Samsung Electronics

サムスンC&amp;Tの空売り？サムスンC&amp;Tのスピンオフによるホールディングカンパニー化は依然として現実的な可能性

サムスンC&Tの空売り？サムスンC&Tのスピンオフによるホールディングカンパニー化は依然として現実的な可能性