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James Lim - 5 Dalton - 2 ValueAct - 1 Rob Hale - 1 Hale - 1 Sanwa - 1 Clopay - 1 healthily - 1
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Dalton Investments - 6 CNBC - 3 U.S - 2 Getty - 2 Samsung Electronics - 2 SK Hynix - 2 South - 2 Micron - 2

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9 mentions found


☆ ValueAct takes a stake in Sanwa. How the activist can make a good company into a great one
  + stars: | 2024-09-28 | by ( Kenneth Squire | ) www.cnbc.com   time to read: +9 min
Business: Sanwa Holdings is a Japan-based company mainly engaged in the manufacture and sale of building and commercial facility construction materials, as well as the provision of maintenance and renovation services. Activist Commentary: ValueAct has been a premier corporate governance investor for over 20 years. Ahead of any shareholder value creation, ValueAct will likely call for increased shareholder returns in the form of buybacks to capitalize on the Sanwa's relatively low valuation. ValueAct is likely to continue as an active shareholder while Sanwa continues to do what it's been doing, just on a faster timetable. As an engaged investor, ValueAct has historically closed the gap between "good" and "great" by supporting management in executing its plan.
Persons: ValueAct, Rob Hale, Hale, Sanwa, Clopay, healthily, It's, Dalton, Ken Squire Organizations: Sanwa, Olympus, JSR, ValueAct, Griffon Corp, KKR, Nikkei, U.S, Dalton Investments, 13D Locations: Japan, North America, Europe, U.S, Asia
☆ Why South Korea's Japan-style measures to boost its stock market may not work
  + stars: | 2024-02-28 | by ( Shreyashi Sanyal | ) www.cnbc.com   time to read: +3 min
An inflatable bull during a ceremony marking the first day of trading of the year at the Korea Exchange (KRX) headquarters in Seoul, South Korea, Tuesday, Jan. 2, 2024. SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty ImagesSouth Korea's Japan-style measures for improving corporate governance may not be enough to boost its undervalued stock markets and tackle the so-called "Korea discount." Asia's fourth-largest economy is striving to boost stock market valuations that are considered much lower compared to peers, with analysts referring to the phenomenon as the "Korea discount." The 'chaebol' problemSouth Korean markets are made up of corporations called "chaebols," which are large family-owned global conglomerates, typically controlled by the founder's family. "The behavior that leads to South Korea's low stock prices is motivated, and therefore seeking to coax South Korean controlling families into 'being nice' to minority stockholders is unlikely to be successful," Pines said.
Persons: SeongJoon Cho, James Lim, Jonathan Pines, Federated Hermes, Daniel Tan Organizations: Korea Exchange, Bloomberg, Getty Images Bloomberg, Getty, Financial, FSC, Samsung Electronics, LG, SK, Hyundai, Dalton Investments, Japan, Korean Stock Exchange, Federated, Grasshopper Asset Management, CNBC Locations: Seoul, South Korea, Japan, Korea, Tokyo, Asia, Singapore
☆ The world's two largest memory chipmakers signal demand weakness may have bottomed out
  + stars: | 2023-11-07 | by ( Sheila Chiang | ) www.cnbc.com   time to read: +1 min
The recent earnings calls of the world's two largest memory chipmakers signaled that weak demand may have finally bottomed out. This followed a 85.15% drop in first quarter operating profit from the previous quarter and a small 4.68% improvement in second-quarter operating profit from the first quarter. Such memory chips are found in consumer devices such as laptops and smartphones. During the pandemic, companies stockpiled memory chips to meet record electronics demand, but were left with excess inventory when that pressure eased. Inflation has caused consumers to rein in spending and cut back on purchases of consumer devices, driving down demand and prices for memory chips.
Persons: James Lim, Lim, Samsung Organizations: SK Hynix, Dalton Investments, CNBC, South, U.S, Micron
☆ South Korea market: Exports will be the 'biggest driver' to watch, analyst says
  + stars: | 2023-10-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSouth Korea market: Exports will be the 'biggest driver' to watch, analyst saysJames Lim, senior research analyst at Dalton Investments, says the combination of high household debt and high interest rates is "not a good situation to have."
Persons: James Lim Organizations: Dalton Investments Locations: Korea
☆ Analyst discusses Naver and SK Telecom and their development of AI services for enterprise customers
  + stars: | 2023-08-24 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnalyst discusses Naver and SK Telecom and their development of AI services for enterprise customersJames Lim of Dalton Investments discusses South Korea's dominance in the memory chip market and companies that are developing artificial intelligence services targeted at enterprise customers.
Persons: James Lim, Dalton Organizations: SK Telecom, Dalton Investments
☆ South Korea wants to be a top A.I. hub — its chip dominance could be an advantage
  + stars: | 2023-07-06 | by ( Sheila Chiang | ) www.cnbc.com   time to read: +5 min
Jung Yeon-je | Afp | Getty ImagesSouth Korea's dominance in the memory chip market and a robust artificial intelligence ecosystem gives it an advantage in the global AI chip race, said industry observers. South Korea dominating in the memory market is definitely an advantage," said James Lim, senior research analyst at Dalton Investments. "South Korea seeks to emerge as a prominent player in rapidly growing and promising areas such as AI semiconductors," said Lee. "South Korea has a robust local AI ecosystem, capable of competing with global tech giants," said Sung Nako, executive for large scale AI development at South Korean internet giant Naver. ChatGPT maker OpenAI's CEO Sam Altman had urged South Korea to lead AI chip production during his meeting with South Korean President Yoon Suk-yeol in June.
Persons: Jung Yeon, James Lim, Lee, Dylan Patel, SemiAnalysis, ., TrendForce, Sung Nako, Sam Altman, Yoon Suk, Altman, Dalton's Lim, Geoffrey Cain Organizations: Getty, Dalton Investments, CNBC, Samsung, SK Hynix South, Samsung Electronics, SK Hynix, Science, Micron, South, South Korean, Nvidia, Intel Locations: Seoul, Korea, South Korea, China, U.S
☆ The chips market is slowly grinding toward a recovery, analyst says
  + stars: | 2023-04-26 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe chips market is slowly grinding toward a recovery, analyst saysJames Lim of Dalton Investments says recovery will be slow unless chip suppliers cut supply more aggressively.
☆ SK Hynix reports record quarterly operating loss, but expects rebound later this year
  + stars: | 2023-04-26 | by ( Lim Hui Jie | ) www.cnbc.com   time to read: +3 min
In this article .FKRX300 Follow your favorite stocks CREATE FREE ACCOUNTwatch nowSouth Korean chipmaker SK Hynix has reported a record quarterly operating loss of 3.4 trillion won ($2.54 billion) for the first quarter of the year. This is a reversal from the 2.84 trillion won operating profit in the same period last year, and a larger loss from the the 1.89 trillion won operating loss the previous quarter. Employees stand in front of the SK Hynix Inc. logo displayed at the company's office in Seongnam, South Korea, on Monday, July 24, 2017. Shares of SK Hynix were higher by 1.75% in afternoon trade after surging as much as 3.5% earlier Wednesday. "We expect revenues to rebound in the second quarter after bottoming out in the first, driven by a gradual increase in sales volume," SK Hynix also said.
☆ Samsung's long-term competitiveness makes it a better investment pick, says investment firm
  + stars: | 2023-02-01 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSamsung's long-term competitiveness makes it a better investment pick, says investment firmJames Lim of Dalton Investments says Samsung's balance sheet and long-term competitiveness make it a better pick over competitors SK Hynix and Micron.
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