August US Customs & Border Protection Data Confirm Softening Travel Trend in Most Segments, Regions
By almost every measure, August's US border crossing data look even weaker than the mediocre numbers from July. Clearly, US travel and leisure...
95 Views
Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
326 Views
OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
KRX Foreign Holding Weekly (Oct 2nd): SK Hynix, Samsung Electronics, Woori Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Woori Financial,...
97 Views
KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC
We analyzed KOSPI 200's consensus for Sep 2026 and highlighted changes of EPS in Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem,...
113 Views