Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7 stocks.</li>
<li>We provide seven major reasons why Koreans' investments in the US stocks (especially MAG7) have been surging in the past several years. </li>
<li>When will they sell? We provide some clues on this.</li>
</ul>


In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7 stocks.
We provide seven major reasons why Koreans' investments in the US stocks (especially MAG7) have been surging in the past several years. 
When will they sell? We provide some clues on this.


7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Stocks / Cover Story: China’s stock market roars back to life — but can it outrun economic gravity?</li><li>Trade /: China offers Brazil’s coffee-makers a partial escape from U.S. tariffs</li><li>Chips /: AI chipmaker Cambricon inches closer to becoming China’s priciest stock</li></ul>

Stocks / Cover Story: China’s stock market roars back to life — but can it outrun economic gravity?Trade /: China offers Brazil’s coffee-makers a partial escape from U.S. tariffsChips /: AI chipmaker Cambricon inches closer to becoming China’s priciest stock

CX Daily: China’s Stock Market Roars Back to Life — But Can It Outrun Economic Gravity? 

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Equity Derivatives

<ul>
<li>A quick synoptic look at the tactical setups for the indices, stocks, commodities and bonds we cover, for the week August 25 - August 29. .XLSX MODEL DATA FILE ATTACHED.</li>
<li>
OVERBOUGHT at the WEEKLY Close: <a href="https://www.smartkarma.com/entities/alphabet-inc-cl-c" target="_blank" data-smartkarma-citation="entities:11369:1" rel="noopener">Alphabet</a>, <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX </a>, <a href="https://www.smartkarma.com/entities/tesla-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla</a> , <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a> , <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a> , <a href="https://www.smartkarma.com/entities/s-p-asx-200" target="_blank" data-smartkarma-citation="entities:22901:1" rel="noopener">ASX 200 INDEX</a> , <a href="https://www.smartkarma.com/entities/shanghai-shenzhen-csi-300-index" target="_blank" data-smartkarma-citation="entities:22906:1" rel="noopener">CSI 300 Index </a>, <a href="https://www.smartkarma.com/entities/hong-kong-hang-seng-index" target="_blank" data-smartkarma-citation="entities:22899:1" rel="noopener">HSI INDEX</a>.</li>
<li>
OVERSOLD at the WEEKLY Close: <a href="https://www.smartkarma.com/entities/meta-platforms-inc-class-a-facebook" target="_blank" data-smartkarma-citation="entities:665:1" rel="noopener">Meta (META US)</a> , <a href="https://www.smartkarma.com/entities/softbank-group-corp" target="_blank" data-smartkarma-citation="entities:315:1" rel="noopener">Softbank Group (9984 JP)</a>.</li>
</ul>


A quick synoptic look at the tactical setups for the indices, stocks, commodities and bonds we cover, for the week August 25 - August 29. .XLSX MODEL DATA FILE ATTACHED.

OVERBOUGHT at the WEEKLY Close: Alphabet, S&amp;P 500 INDEX , Tesla , China Mobile (941 HK) , Toyota Motor (7203 JP) , ASX 200 INDEX , CSI 300 Index , HSI INDEX.

OVERSOLD at the WEEKLY Close: Meta (META US) , Softbank Group (9984 JP).


Global Markets Tactical Outlook WEEKLY: August 25 – August 29

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Samsung has scaled back its Texas fab plans from 44 billion to 37 billion, but the summit may bring a top-up with Intel and Amkor partnerships.</li>
<li>Intel is shifting glass substrate patents to an Arm-like royalty model backed by SoftBank’s 2 billion stake and a 10 percent US government holding.</li>
<li>Samsung's partnership would show alignment with US semiconductor policy at a time when subsidies and political backing matter as much as technology.</li>
</ul>


Samsung has scaled back its Texas fab plans from 44 billion to 37 billion, but the summit may bring a top-up with Intel and Amkor partnerships.
Intel is shifting glass substrate patents to an Arm-like royalty model backed by SoftBank’s 2 billion stake and a 10 percent US government holding.
Samsung's partnership would show alignment with US semiconductor policy at a time when subsidies and political backing matter as much as technology.


At the US-Korea Summit, Samsung’s Next Move Could Reshape the US Chipboard

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

<ul><li>Lauren is a bilingual expert in traditional investments and Bitcoin</li><li>Institutions are moving into Bitcoin and exploring UTXO management</li><li>Markets are experiencing unprecedented moves, with Bitcoin and gold leading the way</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lauren is a bilingual expert in traditional investments and BitcoinInstitutions are moving into Bitcoin and exploring UTXO managementMarkets are experiencing unprecedented moves, with Bitcoin and gold leading the wayThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?

In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7...

Douglas Kim

CX Daily: China’s Stock Market Roars Back to Life — But Can It Outrun Economic Gravity?

TOP STORIES Stocks / Cover Story: China’s stock market roars back to life — but can it outrun economic gravity? A blistering rally has lifted...

Caixin Global

Global Markets Tactical Outlook WEEKLY: August 25 – August 29

WEEKLY analysis of tactical setups for indices, stocks, commodities, and bonds for August 25-29. Several overbought conditions in US and Asia...

Nico Rosti

At the US-Korea Summit, Samsung’s Next Move Could Reshape the US Chipboard

Samsung could weigh deeper US bets through Intel and Amkor bets as Intel pivots glass substrate patents into a licensing model.

Mint Finance

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

Lauren, a bilingual investor, will discuss the move of institutions towards bitcoin, the playbook for bringing traditional finance capital into the...

William Mann

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