SK Hynix Earnings Highlights Strong AI Dependence and Tariff Concerns
​SK hynix reported strong Q1 results driven by HBM market success. But the company faces challenges from a potential AI growth slowdown, and the...
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SK Hynix: Record-High Profits, the Stock Gets Cheaper.
​Strong AI and server demand driving SK Hynix's success, but market questions sustainability of HBM as stock remains undervalued.
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Kakao Corp Placement - Momentum Isn’t Great but It Is a Small Deal
SK Telecom (017670 KS) plans to raise around US$280m via selling its 2%+ stake in Kakao Corp (035720 KS). In this note, we talk about the deal...
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Potential Change in Dividend Income Taxes in Korea - Will the Lawmakers Finally Make the Change?
Under the revised proposed law, it would apply separate tax rates to the dividends of listed companies with dividend payout ratios of more than 35%.
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DN Solutions IPO - Tariffs, Peer Correction Don’t Help
DN Solutions (298440 KS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk...
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