Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

CES2017: Old Tech Is Cool Again – The Return of TVs

Hisense Group: Another Chinese Manufacturer to Watch Out

No Sharp but CSOT for Samsung's LCD - Implications

Love Triangle Between Sharp, Hon Hai and Samsung?

Event-Driven

<p>Korea's tech specialized newspaper called "Electronic Times" reported that Sony and LG Display are nearing to a supply deal of large-size OLED panels for TV. That is, Sony really has a decent chance to finally get LG Display's highly coveted OLED panels for TV (W-OLED panels). Surely, there is a potential conflict of interest within LG Group. LG Electronics, which is fiercely competing against Sony in the global premium TV market, would not like this deal. Nonetheless, LG Group seems to have…</p>

Korea's tech specialized newspaper called "Electronic Times" reported that Sony and LG Display are nearing to a supply deal of large-size OLED panels for TV. That is, Sony really has a decent chance to finally get LG Display's highly coveted OLED panels for TV (W-OLED panels). Surely, there is a potential conflict of interest within LG Group. LG Electronics, which is fiercely competing against Sony in the global premium TV market, would not like this deal. Nonetheless, LG Group seems to have…

ソニーがLGディスプレイのテレビ向け大型OLEDパネルの新たな顧客になる可能性 - 影響