Sharing Intel from IR on the Growing Market Interest in Samsung SDS's Special Dividend
This post shares insights obtained through IR today regarding the growing market interest in Samsung SDS's special dividend.
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A Comparison of KOSPI 200 and S&P 500 Companies Performances in 2024
There is no large Palantir-like company that deals with AI/data analytics in Korea. However, large cap IT services and telcos in Korea are...
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Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
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KRX Short Interest Weekly (Nov 7th): NAVER, SAMSUNG SDS, L&F, Samsung SDI, Alteogen
We analyzed KRX short interest report for the past week and highlighted short interest changes in NAVER, SAMSUNG SDS, L&F, Samsung SDI, Alteogen.
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[Quiddity Index] KOSPI 200 Leaderboard for Dec25 Rebal: Final Predictions; 5 ADDs, 6 DELs, 1 IR Chg
Our final predictions for the KOSPI Dec25 rebalance are within. There is a spinoff to come which will mean 5 ADDs 6 DELs and an intra-review change...
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