Equity Strategy[February] Positioning for the Market’s Next Phase
Because the rally has been primarily earnings-driven, valuation pressure remains limited, with the KOSPI’s 12-month forward P/E standing at 10.6x.
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Mirae Asset Minutes [2026: Volume 2]Biweekly Strategy Meeting Recap
Driven by surging power demand from data centers, new capacity additions are accelerating across large-scale nuclear power plants, SMRs, and gas...
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[2026 Outlook] Semiconductors Robust Earnings Cycle Ahead
For 2025, big tech companies’ capex is estimated at around US$460bn (+72% YoY).Despite a high base, capex is projected to continue rising in 2026,...
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Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
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Mirae Asset Minutes [2025: Volume 22]Biweekly strategy meeting recap
We expect AI adoption to drive meaningful price, volume, and cost improvements in 2026, supporting strong momentum in the ad segment.
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