bullish•Macroeconomics
•17 Dec 2025 19:00

UK: Christmas CPI Present For Doves

UK inflation’s 31bps slowing to 3.15% went far further than expected, with significance raised by the substantial extent and the breadth of...

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Phil Rush
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•17 Dec 2025 03:45

TIP Customized Taiwan Select High Dividend Index Rebalance: US$7bn Trade over the Next Week

There are 8 adds and 8 deletes for the index. Estimated one-way turnover is 26.9% resulting in a round-trip trade of US$7bn. There are a few...

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bullish•SK Inc
•17 Dec 2025 22:33

2026 High Conviction Idea: SK Inc

SK Inc. has selected Doosan Corp. as the preferred bidder for the sale of its 70.6% stake in SK Siltron. With the entire company valued at around 5...

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bullish•Hyundai Motor
•17 Dec 2025 16:14

Local Desks Target Year-End Dividend Boost Trading Setup

Local desks in Korea are zeroing in on a trading setup targeting dividend boosts from now through early next year, ahead of AGMs.

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bullish•Macroeconomics
•17 Dec 2025 22:00

EA: Eating A Disinflationary Revision

Another downward food price revision cut HICP inflation back to 2.1% in November, but the effect was only 1.6bp, and services inflation was...

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Phil Rush
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