KRX Foreign Holding Weekly (Nov 14th): SK Hynix, Celltrion, Alteogen, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Celltrion, Alteogen, Samsung...
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Samsung, SK Hynix, Samsung F&M, Meritz: The Balanced AI-Momentum Korea Portfolio, and KOSPI Options
​Investors in KOSPI should consider balancing their portfolios with a mix of AI/Tech and defensive stocks to mitigate concentration risk from...
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Mirae Asset Minutes [2025: Volume 21]Biweekly strategy meeting recap
With the BOK expected to keep the base rate unchanged through 2H25, market interest rates have begun to rise. This is favorable for banks’ NIMs.
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KRX Short Interest Weekly (Nov 7th): NAVER, SAMSUNG SDS, L&F, Samsung SDI, Alteogen
We analyzed KRX short interest report for the past week and highlighted short interest changes in NAVER, SAMSUNG SDS, L&F, Samsung SDI, Alteogen.
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Square’s Level 2 Leverage Caps End Tomorrow — Fresh Near‑term Factor in the Square Vs Hynix Setup
This post examines Square’s Level 2 leverage caps coming off tomorrow — fresh near‑term catalyst in the Square vs Hynix setup.
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