Memory Monitor: Nanya Tech Soared on DRAM Recovery and Custom HBM News
Nanya Tech sees growth in February from DRAM recovery and custom HBM strategy, but still lags behind SK Hynix and Micron in expected growth for 2025.
1.5k Views
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (3 March 2025)
In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 3 March.
714 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
514 Views
JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
455 Views
What Is NPS Buying and Selling in the Korean Stock Market in 2025 So Far?
One of the big drivers of higher share prices of Korean stock market this year has been the strong net buying by the NPS. Pension funds in Korea...
565 Views