constructive Posted February 16, 2014 Author Share Posted February 16, 2014 US retail investors aren't legally allowed to trade foreign single stock futures. You have to be a qualified institutional buyer. But Canadians and others can trade Korean SSFs on IB (005930 and 005935). Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 18, 2014 Share Posted February 18, 2014 Samsung Builds Retail Clout in Europe, North America South Korean technology giant tries to expand presence in two of its largest markets. http://online.wsj.com/news/articles/SB10001424052702304899704579389843179905288?mod=WSJ_business_whatsNews Link to comment Share on other sites More sharing options...
Liberty Posted February 27, 2014 Share Posted February 27, 2014 Samsung taking steps to be less dependent on Google with their Tizen fork: http://arstechnica.com/gadgets/2014/02/hands-on-with-samsungs-tizen-os-a-impressively-capable-android-clone/ Smart of them to build this, even if just as an insurance policy or way to pressure google in giving them better terms and more control. Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 19, 2014 Share Posted July 19, 2014 great presentation https://sumzero.com/sp/samsung_winner Link to comment Share on other sites More sharing options...
Packer16 Posted July 19, 2014 Share Posted July 19, 2014 Samsung is cheap but I put in the league with Apple in that is it is huge (over $200bn market cap). For this to be a double it has to generate valuation gains of nearly $200bn which I think is very hard unless you are in a bubble. I guess it can "unlock" this value via spin-offs but given the nature of the situation of wanting to retain family control this is unlikely. I do agree that the preferred is the way to go if you want to invest in this company. Packer Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 19, 2014 Share Posted July 19, 2014 packer you are right. i bought the preferred share of Samsung and the preferred of hyundai and posco common. These three builds my south Korea exposure. i badly wanted to buy lotte chilsung or Korea Investment fund, but cant buy them here in Germany. only Samsung pref. hyundai pref, and posco common Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 23, 2014 Share Posted July 23, 2014 http://www.bloomberg.com/news/2014-07-22/inside-the-lee-family-s-struggle-to-keep-grip-on-samsung.html Link to comment Share on other sites More sharing options...
yadayada Posted July 23, 2014 Share Posted July 23, 2014 shouldn't return of earnings be a catalyst if they are really cheap? If that does not happen, are they really cheap? If they are only paper earnings. Link to comment Share on other sites More sharing options...
jouni1 Posted July 23, 2014 Share Posted July 23, 2014 packer you are right. i bought the preferred share of Samsung and the preferred of hyundai and posco common. These three builds my south Korea exposure. i badly wanted to buy lotte chilsung or Korea Investment fund, but cant buy them here in Germany. only Samsung pref. hyundai pref, and posco common is the hyundai pref traded in germany? do you have the ticker for it? Link to comment Share on other sites More sharing options...
yadayada Posted July 23, 2014 Share Posted July 23, 2014 you can buy it on IB, ticker is HYUD Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 23, 2014 Share Posted July 23, 2014 shouldn't return of earnings be a catalyst if they are really cheap? If that does not happen, are they really cheap? If they are only paper earnings. i think it will be a return of earnings. higher dividend or buyback. the new laws are good in my opinion. so the Family lose influence. this brings also the opportunity of a activist in place. Long term a good hold in my opinion. Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 24, 2014 Share Posted July 24, 2014 http://www.bloomberg.com/news/2014-07-23/templeton-says-kospi-needs-dividend-intervention-korea-markets.html Link to comment Share on other sites More sharing options...
Liberty Posted October 7, 2014 Share Posted October 7, 2014 http://9to5google.com/2014/10/06/samsung-misses-earnings-q3-60-percent/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 7, 2014 Share Posted October 7, 2014 Samsung Girds for Cost Cuts After Downbeat Guidance Korean Electronics Company Estimates Operating Profit Fell as Much as 62% in Third Quarter http://online.wsj.com/articles/samsung-downbeat-earnings-guidance-leaves-company-facing-possible-cost-cutting-potential-management-change-1412684660?mod=WSJ_hp_LEFTWhatsNewsCollection Link to comment Share on other sites More sharing options...
chmith Posted October 22, 2014 Share Posted October 22, 2014 Hi all, I've bought some Samsung Pref GDR (SMSD) listed on the London Stock Exchange via my IB account, but am struggling with the rules regarding withholding tax. As an individual investor, does anyone know if I need to fill out a form and send to my broker or to Citi in order to ensure they don't take the full 22% withholding tax (should be 15% at source according to tax treaty the way I read it)? Doesn't seem to be much information available on this, which is surprising given the size of the company and the volume traded. Many thanks //C Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 23, 2014 Share Posted October 23, 2014 Samsung Finds Strength in Family of Products Electronics Company Leads in Areas Such as Chips and Displays; Valuation Is Inexpensive http://online.wsj.com/articles/samsung-finds-strength-in-family-of-products-1413985840 Link to comment Share on other sites More sharing options...
innerscorecard Posted October 24, 2014 Share Posted October 24, 2014 Anyone run into any issues purchasing this? I've heard US retail investors may have difficulties trading Korean securities. SSNLF isn't available through IB or Fidelity, at least without an expensive broker assisted trade. Can anyone confirm other brokers that carry it? Is it DTC eligible? I haven't had much experience with unsponsored ADRs. GDRs are trading in London Exchange (LSEIOB1) through IB: SMSD (preferred) and SMSN (common). Preferred is currently trading at around 3/4 of common. Yes, but according to Samsung, JPMorgan and other sources, US retail investors aren't allowed to buy GDRs. For reference: http://www.samsung.com/us/aboutsamsung/investor_relations/stock_info/howtobuysecstocks/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 27, 2014 Share Posted October 27, 2014 Samsung’s Primacy Is Tested in China South Korean Giant to Roll Out Cheaper Line of Smartphones to Fend Off Competition From Xiaomi, Others http://online.wsj.com/articles/samsungs-primacy-is-tested-in-china-1414430128 Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 31, 2014 Share Posted October 31, 2014 Samsung Electronics Jumps Most Since 2008 on Revamp Bets http://www.bloomberg.com/news/2014-10-31/samsung-electronics-jumps-most-since-2008-on-restructuring-bets.html Link to comment Share on other sites More sharing options...
Liberty Posted November 24, 2014 Share Posted November 24, 2014 "Galaxy S5 sold 40 percent fewer units than Samsung predicted" http://www.theverge.com/2014/11/24/7273817/samsung-management-shakeup Link to comment Share on other sites More sharing options...
phil_Buffett Posted November 26, 2014 Share Posted November 26, 2014 http://www.bloomberg.com/news/2014-11-26/samsung-to-sell-chemical-defense-units-stakes-for-1-7-billion.html Link to comment Share on other sites More sharing options...
vertek Posted January 30, 2015 Share Posted January 30, 2015 Presentation by Yacktman Asset Management at the Best Ideas 2015 conference. This has to do with the Samsung preferreds, but the basic story is the same. - vertek Link to comment Share on other sites More sharing options...
innerscorecard Posted March 5, 2015 Share Posted March 5, 2015 Curious how IB lets you buy Samsung futures, but not Samsung stock, on the KRX: https://www.interactivebrokers.com/en/?f=%2Fen%2Ftrading%2Fexchanges.php%3Fexch%3Dkse%26amp%3Bshowcategories%3D%26amp%3Bib_entity%3Dhk Link to comment Share on other sites More sharing options...
Liberty Posted July 7, 2015 Share Posted July 7, 2015 Samsung headed for its 7th quarter of profit decline in a row... http://www.wsj.com/article_email/samsung-sees-seventh-straight-profit-decline-1436227146-lMyQjAxMTI1MjAwNzQwNzcwWj The South Korean technology giant said that it expects to earn just 6.9 trillion Korean won ($6.1 billion) in operating profit for the three months ended June 30, a 4% decline from the same period a year earlier. It said revenue likely dropped to 48 trillion won, down 8.4% from the same period last year. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 27, 2017 Share Posted July 27, 2017 Corruption Trial? Flaming Phones? No Problem for Samsung, the Smartphone Industry’s New Inescapable Force https://www.wsj.com/graphics/how-samsung-is-poised-for-now-to-top-apple-as-the-worlds-most-profitable-tech-company/ Link to comment Share on other sites More sharing options...
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