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Campaigns / Palliser Capital → Samsung C&T Corporation
Palliser Capital vs. Samsung C&T Corporation

Samsung C&T Corporation · 028260 KS

1 deck published between 2023-12-06 and 2023-12-06 — 60 pages, 60 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. 2023-12-06 initial thesis

    2023 12 SCT_ _Public_Deck_ _20231206

    60pp · full_deck

    Samsung C&T trades at a 63% discount to its $40.4bn NAV; fixing capital allocation, governance and the opaque group structure closes a $25bn value gap worth ~170% upside.