The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
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MS-South Korea Index Earning Revision (Mar): SK Hynix, SKSQUARE, Hyundai Motor, Samsung Electronics
We analyzed MS-South Korea's consensus for Mar 2026 and highlighted changes of EPS in SK Hynix, SKSQUARE, Hyundai Motor, Samsung Electronics,...
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Positive Impact from Korean Government's Approval of the First Petrochemical Restructuring Deal
In response to this severe downturn in the petrochemical sector, the South Korean government approved the first petrochemical restructuring deal on...
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Initial Thoughts on the HD Hyundai Robotics IPO
HD Hyundai Robotics is getting ready to complete its IPO in Korea in 2026. HD Hyundai Robotics is expected to be one of the largest IPOs in Korea...
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HD Hyundai Marine Placement - Very Well Flagged with Last Deal Doing Well
KKR is looking to raise around US$230m via selling some of its stake in HD Hyundai Marine Solutions. In this note, we will talk about the placement...
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