KOSPI/KOSDAQ Quarterly Dividend Stocks: DPS & Yield Estimations
This post lists all 71 interim dividend stocks, of which 9 are quarterly dividend stocks. It then estimates DPS and dividend yield of these 9...
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StubWorld: SK Square And LG Chem's Unjustified NAV Discounts
Wide discounts in Korea are not uncommon. But SK Square has a strong parent/sub relationship. The holding in Hynix is worth 243% and 72% of SK...
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SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
In this insight, we analyse SK Hynix’s relative market share changes, market pricing dynamics, and revenue growth outlook, as well as an updated...
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GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Potential Semiconductor Supply Chain Crisis if Russia Invades Ukraine?
We discuss the potential impact on the semiconductor supply chain if Russia invades Ukraine. Many semiconductor manufacturers rely on Russian and...
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