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Campaigns / Elliott Management → Samsung Electronics Co., Ltd.
Elliott Management vs. Samsung Electronics Co., Ltd.

Samsung Electronics Co., Ltd. · 005930.KS

1 deck published between 2016-10-05 and 2016-10-05 — 31 pages, 31 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2016-10-05 initial thesis

    2016 10 Elliott Samsung Electronics Presentation Oct 2016

    31pp · full_deck

    Samsung Electronics trades 34-68% below tech peers; demerging into Holdco/Opco, paying a KRW30tn special dividend and listing Opco on NASDAQ closes the gap while keeping Lee family control.