Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
674 Views
KRX Foreign Holding Weekly (May 15th): Samsung Electronics, SK Hynix, Mobis, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Hyundai...
141 Views
Japan & Korea @Smartkarma:Â Autos, Toshiba, NTT, JDI, North Korean DĂ©tente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
331 Views
Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
1.6k Views
MS-South Korea Index Earning Revision (Apr): KEPCO, SKSQUARE, SK Innovation, Samsung SDI, KAL
We analyzed MS-South Korea's consensus for Apr 2026 and highlighted changes of EPS in KEPCO, SKSQUARE, SK Innovation, Samsung SDI, KAL, Samsung...
170 Views