KRX Foreign Holding Weekly (Jun 12th): Samsung Electronics, SK Hynix, SKSQUARE, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SKSQUARE, Samsung...
116 Views
KRX Short Interest Weekly (Jun 5th): SAMSUNG C&T, NAVER, LG Electronics, LG Innotek, SamsungElecMech
We analyzed KRX short interest report for the past week and highlighted short interest changes in SAMSUNG C&T, NAVER, LG Electronics, LG Innotek,...
109 Views
LG Corp: NAV + An Indirect Beneficiary of Growing AI Data Center Cooling Systems and Physical AI
In this insight, I provide an updated NAV analysis of LG Corp (003550 KS) which is an indirect beneficiary of AI data center cooling system and the...
174 Views
Initial Thoughts on the OpenAI IPO and the Key Korean Stocks to Benefit from the OpenAI IPO
Samsung SDS and LG CNS are two of the key beneficiaries in the Korean stock market of the OpenAI IPO which is expected to raise about $60 billion...
246 Views
Korea Small Cap Gem #59: Shinsegae I&C [10 Trillion Won Investment in AI Data Center in Korea]
On 17 March, the Shinsegae Group announced that it is partnering with US based Reflection AI to build one of the largest AI data centers in Korea.
299 Views