Korea Value-Up Index: Rebalancing in 2026 and Outperformance Vs KOSPI
Korea Value-Up Index outperformed KOSPI, KOSPI200, and KOSDAQ in the past year, resulting in further interest in the index.
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MS-South Korea Index Earning Revision (Jan): Samsung Electronics, Samsung Elec (PREF), SKSQUARE
We analyzed MS-Korea's consensus for Jan 2026 and highlighted changes of EPS in Samsung Electronics, Samsung Elec (PREF), SKSQUARE, Hyundai Motor,...
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December 2025 USCBP Data Shows US Border Crossing Activity Continued to Decline, Especially in North
December data from US Customs and Border Protection show reduced border crossings in and out of the US. One bright spot is air crossings in the...
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US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer
US border crossing data from November 2025 shows weakness in travel activity in most regions and by most travel modes. But air crossings in the...
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Monthly Air Cargo Tracker | Conditions Improved in November | But Improvement Could Be Short-Lived
Based on a wide range of sources, air cargo market conditions in the Transpacific generally improved in November. But we believe the nascent...
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