KRX Foreign Holding Weekly (Aug 21st): Samsung Electronics, SamsungElecMech, SK Hynix, SKSQUARE
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SamsungElecMech, SK Hynix,...
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Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants
In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.
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US PPI: Tailwinds from Transportation Price Collapse Set to Subside in H2 2023
Falling costs for multiple modes of transportation have provided a strong "tailwind" to US PPI, which has declined steadily over the past 15...
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MS-South Korea Index Earning Revision (Jul): KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE
We analyzed MS-South Korea's consensus for Jul 2026 and highlighted changes of EPS in KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE, Shinhan...
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Monthly Chinese Tourism Tracker | May, June, Q2 All Show A Clear Softening of Chinese Travel Demand
Data from May, June, and Q226 show a softening in Chinese air travel demand, for both domestic and outbound travel. Tepid demand will make a quick...
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