Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Samsung Electronics May Reverse Treasury Share Cancellation Decision

Samsung & LG's F-OLED Fab Status - No Need to Worry About Oversupply

Sunic System IPO Preview - Viable Alternative to Canon Tokki for OLED Production System

My Projected View on Samsung's Decision Not To Pursue Holdco Conversion

SEC Stake Swap Scenario After SEC Split-Up

Samsung Top Executive's Surprising Remark on Restructuring - Implications

Event-Driven

<p>Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are hotly being talked and noodled and speculated. Of the scenarios being noodled, I'd like to discuss the one that I find most convincing. Please be advised that the one that I will discuss right here hasn't been really substantiated. There has been no official confirmation from Samsung. So, I can only provide circumstantial evidences. Furthermore, it'd still be difficult to predict what kind of impact this particular scenario would have on price movements of each Samsung affiliate. So, I don't intend to go that far (price prediction) in this insight. I just intend to introduce what is being mainly discussed and talked among local investors in Korea in relation to Samsung restructuring.</p>

Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are hotly being talked and noodled and speculated. Of the scenarios being noodled, I'd like to discuss the one that I find most convincing. Please be advised that the one that I will discuss right here hasn't been really substantiated. There has been no official confirmation from Samsung. So, I can only provide circumstantial evidences. Furthermore, it'd still be difficult to predict what kind of impact this particular scenario would have on price movements of each Samsung affiliate. So, I don't intend to go that far (price prediction) in this insight. I just intend to introduce what is being mainly discussed and talked among local investors in Korea in relation to Samsung restructuring.

Samsung Fire & Marine Insurance (000810 KS)

Samsung Electro Mechanics Co, Ltd. (009150 KS)

삼성 구조조정 업데이트 - 새롭게 부상하는 시나리오와 규제 압력