Curator's Cut: Korea Beyond Memory, SHEIN's Hong Kong Bow & TOPIX's Tailwind for Banks
​Discover names outside memory in Korea, review SHEIN's IPO, and understand TOPIX's impact on small-cap Japanese banks in this fortnightly...
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298040 - Focus on Fundamental Competitiveness Rather than Short-Term Earnings
For 2Q26, Hyosung Heavy Industries reported revenue of W1.69tr (+10.6% YoY; 6.9% below the consensus), operating profit of W290.7bn (+60.9% YoY;...
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298040 KS - Focus on Fundamental Competitiveness Rather than Short-Term Earnings
\For 2Q26, Hyosung Heavy Industries reported revenue of W1.69tr (+10.6% YoY; 6.9% below the consensus), operating profit of W290.7bn (+60.9% YoY;...
93 Views
Asian Equities: Korea - If Not Memory, Then What?
​KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
203 Views
A Pair Trade on Hyosung Corp (Long) And Hyosung Heavy Industries (Short)
In this insight, I discuss a pair trade between Hyosung Corporation (004800 KS) (long) and Hyosung Heavy Industries Corp (298040 KS) (short).
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