Five Samsung affiliates rejected Flashlight Capital Partners' 906.6 billion won bid for their S-1 shares, a price about 37% above market. Directors owe shareholders a duty under Korea's revised Commercial Act, so holding needs a better reason than doubt the deal would close.
Reality
- Evidence52
- Adoption
- Insufficient
- Hype gap+10
- Incentives70
- Confidence55
Commitments to the safe trust have passed 1 trillion won ahead of this month's launch, against an annual target of 15 trillion. The single-digit rental income tax that would improve the landlord's side is still a proposal.
Reality
- Evidence42
- Adoption20
- Hype gap+20
- Incentives78
- Confidence45
The rate touched 1,334.7 on the 7th, and the pension fund bid that traders are pricing as a floor is unconfirmed talk attached to a hedge book that runs off on six- and twelve-month maturities.
Reality
- Evidence58
- Adoption
- Insufficient
- Hype gap+15
- Incentives60
- Confidence52
Lifting the hedge ratio to 15 per cent and then waiving it leaves as much as $79.5bn of dollar selling parked, and a re-entry level market sources put at 1,550 tells everyone where the fund turns buyer of won again.
Reality
- Evidence22
- Adoption
- Insufficient
- Hype gap+38
- Incentives
- Insufficient
- Confidence28
Korea's statutory age is 60, the average exit from a longest-held job is in the early fifties, and it has barely moved since 2018, which turns the reform argument into a fight over what a senior year costs.
Reality
- Evidence72
- Adoption38
- Hype gap+12
- Incentives60
- Confidence63
Product fee income rose 158% and IB revenue 248% in the first half. Both were earned in a rising market, and neither has been tested in a falling one.
Reality
- Evidence32
- Adoption46
- Hype gap+28
- Incentives78
- Confidence38