Shareholder returns are the only way for Samsung Electronics to survive
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While the primary cause of the "Korea Discount" is those third-rate politicians,
Korean companies are not without responsibility either.
Their performance is by no means bad.
They are strong candidates to remain number one in the world through next year.
I expect concrete and realistic return measures commensurate with that status.
Furthermore, the semiconductor investments in Jeolla-do, which are worst-case examples of government-led investment, must be reconsidered.
I hope that Samsung Electronics, a global leader, becomes a shareholder-friendly company that does not walk on eggshells around politicians.
I hope the normalization of Samsung Electronics leads to the normalization of my brokerage account.
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