US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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KRX Foreign Holding Weekly (Jun 28th): Samsung Electronics, Sk Hynix, Samsung SDI, Celltrion
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix, Samsung SDI,...
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KRX Short Interest Weekly (Jun 21st): Sk Hynix, Samsung Electronics, Hyundai Motor, Kia, Enchem
We analyzed KRX short interest report for the past week and highlighted short interest changes in Sk Hynix, Samsung Electronics, Hyundai Motor,...
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Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on Block Deals
According to Seoul Economic Daily, LG Chem has been tapping various institutional investors for a potential block deal sale of about 1 trillion won...
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