DN Solutions Pre-IPO - The Positives - Growing Market Share
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we...
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Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices
​Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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The Backdrop Behind Today's Pivot in Samsung’s Playbook
This post unpacks the key backdrop fueling today’s major pivot in Samsung Electronics’ playbook and what it means for the market moving forward.
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KRX Foreign Holding Weekly (Mar 14th): Hanwha Aerospace, Hanwha Ocean, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hanwha Aerospace, Hanwha Ocean, Samsung Electronics.
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