[ KOSPI - Samsung Electronics / Sk Hynix ] The cheapest ICT company in the world

Currently, Samsung Electronics and SK Hynix share prices are below the company's liquidation value. 


SK Hynix year's expected price-earnings ratio (PER) is 3.81 times, 6.47 Samsung conceive. 

Samsung Electronics' semiconductor operating profit is projected to grow by 40% YoY to 49.2 trillion won. 

This means that the price per share is one third or one sixth of the company's profits. In comparison with 11.58 times the US Intel, 17.89 times that of Taiwan(TSMC), Samsung & Hynix has not received a gantry evaluation.

DRAM (DRAM) operating profit is also projected to increase by 63% to KRW36.2 trillion. SK Hynix's operating profit is estimated to have increased by 59% to KRW21.8 trillion.

Stock prices are the opposite. 

In particular, Samsung Electronics' current share price is 44,400 won, which is the lowest point since the split in 50 to 1. 

SK Hynix shares are trading at 74,500 won, down 21.7% from the peak of this year.

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We have to do what no one else does

We have to do what no one else does.

What I feel most lately is that we should do what no one else does. 

(No matter how good it is) what many others do is not a good choice. Because when I made that choice, it was often filled with preemption. And what happened to me because of such choices, I became an ordinary person.

So in my future choice, my top priority is to do what no one else does. In the past, I made a lot of efforts to become an ordinary office worker, but the results were not meaningful.

So what I'm aiming for ... is preparing YouTube. Of course, YouTube is not the first generation player, but it seems to be at least 1.5 generation. I want to get into YouTube and make my share.

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Buffett said - Put them into low-cost S&P 500 index funds

<Warren Buffett Speaks>

I have put 10% of my heritage in short-term treasury bonds and 90% in low-cost S & P 500 index funds. 

I believe that the long-term performance of this policy will be higher than most investors (pension funds, institutions, individuals) using high-cost fund managers.

I do not know if Buffett's words are always right,
My ETF performance is good. So far so good.

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KOSPI - Samsung Electronics : Jump over the apple

Samsung Electronics surpassed Apple's operating margin.

Apple posted an operating margin of 23.7% in the second quarter (April-June) and Samsung Electronics (Samsung Electronics) was 25.4%. Samsung is 1.7 percentage points (P) higher than Apple.

The operating profit ratio, which is the ratio of operating profit to sales, is a key indicator to judge the business performance of the company's business activities.

In 2H 2016, Samsung Electronics's OP margin was 10% P lower than Apple's. However, to reduce the disparities in operating margin to 0.2% P in the first quarter of 2018. Finally 2Q 2018 Samsung Electronics succeeded in reversing.

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Wanna One(워너원) - Contract extension or disassembly

Wanna One - Is it possible to extend the activity contract?

<K-pop> Korean Idol group Wanna One is about to close the contract later this year. Recently, Wanna One's Agencies are in discussions about extend the contract.

CJ E & M, Swing Entertainment, MMO Entertainment, Maru Planning, Brand New Music, Cube Entertainment, C9 Entertainment etc. have recently gathered together to discuss the extension of activities.

 "Recently we discussed this things with the agencies. Before the expiration of the contract, various opinions are coming out among the agency. We have not decided yet"

Wanna One made a debut with Mnet 'Produce 101 Season 2'. Wanna One has won first place in various recordings, 'Beautiful', 'Boomerang', 'Turn on', 'Energetic'.

Wanna One 's official contract period is now until December 31. Will Wanna one extend his contract and attend various music awards ceremonies?

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Apple keeps going (NASDAQ : AAPL)

Apple announced financial results for its fiscal 2018 third quarter ended June 30, 2018. 

The Company posted quarterly revenue of $53.3 billion, an increase of 17 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.34, up 40 percent. 

• revenue between $60 billion and $62 billion
• gross margin between 38 percent and 38.5 percent
• operating expenses between $7.95 billion and $8.05 billion
• other income/(expense) of $300 million
• tax rate of approximately 15 percent before discrete items

Apple’s board of directors has declared a cash dividend of $0.73 per share of the Company’s common stock. 

The dividend is payable on August 16, 2018 to shareholders of record as of the close of business on August 13, 2018.

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Four Seasons Hotel Seoul (Charles H bar)

Today I want to introduce underground bar of Four Seasons Hotel Seoul. 

This place is a little expensive, but it is a good place to have a beer when you are alone. (Beer is a little cheaper than other liquid)

This bar has a cover charge. But it is free if you stay at the hotel.

There are many unique types of cocktails. (not seen elsewhere) The taste is also unique (the price is inevitable)

1800s? This is the interior of the motif of the 1800s American colonial period.
So the entrance is not easy to find.
I feel like going into an azit that I know only something.

Potato chips and olives? It seems to be the basic food included in cover charge.

If you drink only the cocktail, you do not have to order other food.

It is often a good place to have a glass of beer whenever you are depressed.

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