Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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USG 1:1 Rule on Semi Manufacturing: Not a Clear Positive to Intel but Clearly Positive to TSMC
USG 1:1 ratio not clear win for Intel, needs 14A node fast. Positive for TSMC, boost pricing power. TSMC may up US Capex, lower Taiwan Capex, make...
422 Views
KRX Short Interest Weekly (Sep 26th): Kakao, Alteogen, Doosan Enerbility, SamsungElecMech
We analyzed KRX short interest report for the past week and highlighted short interest changes in Kakao, Alteogen, Doosan Enerbility,...
263 Views
Earnings Kickoff Dominates October 2025 Key Events
October 2025 kicks off earnings season – reports from Fast Retailing (9983 JP), ICICI Bank (ICICIB IN) & more – alongside holidays and central bank...
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Tekscend Photomask IPO - Thoughts on Valuation
Tekscend Photomask (429A JP) (429A JP), a manufacturer and distributor of semiconductor photomasks, aims to raise around US$830m in its Japan IPO....
795 Views