Letters by company
Samsung C&T Corp
4 letters discussing 028260. Everything written about it on this site is on its ticker page.
- FPA Crescent Fund FPA Crescent Fund 2Q26 Commentary FPA Crescent Fund scaled back semiconductor, hyperscaler and connector exposure as AI-driven valuations and capital spending left little margin of safety. The fund added 14 largely AI-agnostic mid-cap companies, including specialty chemical distributors and biotech-equipment businesses, seeking durable growth, strong balance sheets and conservative valuations. 2Q26 028260 $42BADI $197BNTDOF $57B
- Asset Value Investors Ltd AVI Global Special Situations AVI Global Special Situations added Korean holdings and established positions in Mitsui O.S.K. Lines and Bio-Rad Laboratories. It argues Mitsui O.S.K. Lines trades below the value of its fleet and Daibiru real-estate stake, while activist pressure, capital-return plans and stronger freight markets could drive a rerating. August 2026 MSLOF $15B
- Asset Value Investors Ltd AVI Global Special Situations Fund July 2026 AGSS reduced GABIA after Macquarie's tender offer lifted the shares, while retaining a stake because it considers the proposal inadequate. The fund retained Vivendi despite UMG's weak results, added selectively to Korean holdings after the AI and memory sell-off, and said AVI's Pacific partnership will preserve its investment autonomy. July 2026 079940 $390MUNVGY $26BVVVNF $1.6B
- Asset Value Investors Ltd AVI Global Trust AVI Global Trust trimmed News Corp after its recovery from the AI-driven sell-off and maintained Vivendi despite Universal Music Group’s weak results, citing deep underlying value but limited confidence in management’s margin discipline. The trust added selectively to Korean holdings after the AI and memory sell-off, while AVI agreed to join Pacific Asset Management without changing its investment teams or process. July 2026 VVVNF $1.6BUNVGY $26B
