{
  "docId": "019dd923-622b-71dc-a6dd-1b2358468037",
  "docSlug": "b6b6f532847a",
  "documentTitle": "Samsung C&T Corporation (028260 KS)",
  "authorId": "24_Palliser_Capital",
  "authorName": "Palliser",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-12-06 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 50,
  "pageCount": 60,
  "prevPage": 49,
  "nextPage": 51,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 32,
  "notes": "Includes CAGR calculation and YTD September 2023 data point.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "callout_box",
    "bar_chart_stacked",
    "bar_chart_vertical",
    "line_chart",
    "photo",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6dd-1b2358468037/50",
  "deckHref": "/decks/019dd923-622b-71dc-a6dd-1b2358468037",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-1b2358468037.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-1b2358468037#slide-50",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.92,
        "x": 0.04,
        "y": 0.15
      },
      "kind": "callout",
      "text": "Top player in multiple construction sub-sectors, both domestically and internationally, benefitting from multi-year order backlog and best-in-class history of executing complex, global projects on budget and on time",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1fb10f6-0981-47f5-adaf-1b4bc496c66d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.3,
        "x": 0.35,
        "y": 0.3
      },
      "kind": "chart",
      "text": "New Orders ($m)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1e30a667-8e60-488f-a883-5b12c41c0045",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.3,
        "x": 0.67,
        "y": 0.65
      },
      "kind": "chart",
      "text": "Operating Profit ($m) and Operating Margin",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0c728444-4590-46e6-8068-05b13fd90102",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.3,
        "x": 0.67,
        "y": 0.3
      },
      "kind": "chart",
      "text": "Revenue ($m)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6657d428-3338-4c51-843f-b3a4b88f6814",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.32,
        "x": 0.04,
        "y": 0.3
      },
      "kind": "list",
      "text": "c.$25bn backlog (2.5 years); #1 Constructor in Korea by capacity; Top 15 in Deloitte's 2023 top 100 global construction company list; Experienced tech facility builder; Low risk, low working capital requirement.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "23c1a367-6daa-45bc-b54e-98021fba8f8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Operating Profit: $847m",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-25b7-709e-b8cc-94951ceb4ed6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.04,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Company, Bloomberg, Analyst research. Note: - CAGR for 2016-22A",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5bb3e4ee-ff0a-4a9a-8f1b-948a7d835d4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.62,
        "x": 0.04,
        "y": 0.6
      },
      "kind": "table",
      "text": "Building, Civil, Plant sub-sectors with project examples",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f509b9dd-71e6-4b1d-a265-1b313018c065",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.6,
        "x": 0.04,
        "y": 0.04
      },
      "kind": "title",
      "text": "Refreshing on SCT's Forgotten Operating Businesses – Construction",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cde286ea-756c-4e4b-82f5-9096abb42633",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 59,
      "from": 36,
      "beatId": "00e7af10-ced0-48ce-8738-739703f404cc",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document proposes solutions to address the issues, including adopting a robust capital allocation framework, improving governance, and restructuring the corporate structure.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}