The Most Compelling Valuation Gap I’ve Seen
I don’t usually like this kind of situation, but this could be different.
One of the more interesting ideas at the Sohn London Conference last week was a presentation by Palliser Capital’s James Smith on the discount at Samsung C&T (028260:KS). The stock has been an awful long term performer since a bad merger:
Samsung C&T Corp. Share Price
Source: Sentieo
The stock has responded very favourably to Palliser’s presentation and th…