Comment / Shipper radar: Samsung Electronics – between logistics & investing

Samsung Electronics is a textbook example of a corporate story for which, during Covid 19 times, the line is gratefully blurred between investing and logistics. These two usually separate aspects for a major global shipper have become increasingly intertwined, leading to many possible scenarios when it comes to new supply chain solutions. And capital markets monetisation.

Which is all the more relevant, in case you missed it, as, far away from South Korea, US retail behemoth Home Depot ($330bn market cap) ...