Himax Sees China Automotive Market Softening; AI Sensing and AI/HPC Optics Opportunities Expanding
​Himax reported strong margins in 2Q24 but was cautious about 3Q24 due to Chinese market weakness. The company made two key investments in AI...
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Potential Big Changes at the Korean Chaebols - The Age Factor of Chairman/Honorary Chairman
One of the important factors of big changes at the Korean chaebols is the age factor of the chairman/honorary chairman of each of these conglomerates.
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Reasons Why KT's Foreign Room Is Likely to Fall Below the 3.75% Cutoff Level
This post examines the reasons why KT's foreign room is likely to fall below the 3.75% cutoff level before the November review.
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Trading Opportunities Arising from the Enactment of The "Doosan Bobcat Prevention Law"
This post explores trading opportunities expected from the upcoming "Doosan Bobcat Prevention Law," as labeled by the local market.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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