Korea Short Sell Ban: Background, Manipulation, Holdings, Flows, Short Interest, Implications
Media reports indicate that there could be a temporary short sell ban in Korea. This could lead to futures backwardation, market manipulation and a...
1.4k Views
Tesla (TSLA) No Longer Prevails, a Dilemma and Touch Challenges Ahead
Tesla No Longer Prevails, a Dilemma and Three Touch Challenges Ahead: 1. Collapsing margin vs. rising margin for peers; 2. Cybertruck is selling at...
1.3k Views
Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
67 Views
Primer: Hyundai Motor (005387 KS) - May 2026
Hyundai Motor is aggressively navigating the automotive industry's transition towards electrification and software-defined vehicles, targeting...
110 Views
Hyundai Motor (005380 KS/Buy)Look Beyond Earnings Concerns to Robotics/Autonomous Driving Momentum
While Hyundai Motor (HMC) posted disappointing 4Q25 results, it expects 2026 operating profit to grow roughly 12% YoY to W12.9tr (based on the mid...
188 Views