DN Solutions IPO - Tariffs, Peer Correction Don’t Help
DN Solutions (298440 KS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk...
871 Views
KRX Foreign Holding Weekly (Apr 18th): Hdhms, Celltrion, SK Hynix, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hdhms, Celltrion, SK Hynix, Samsung Electronics,...
492 Views
Play the Timing Sweet Spot Between KOSPI 200 Rebal and Short Selling Coming Back into Play
The KOSPI 200 June rebalance screening is almost done. The adds and deletes are mostly as expected from my Jan screen, with the same names likely...
992 Views
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
Our top 10 picks in the most recent bi-weekly was down 2.5% on average, outperforming KOSPI which was down 4.9% in the same period.
639 Views
DN Solutions IPO - Thoughts on Valuations - Probably Needs a Price Cut
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note we...
490 Views