KRX Foreign Holding Weekly (Jun 5th): Samsung Electronics, SK Hynix, LG Electronics, NAVER
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, LG Electronics,...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
648 Views
š°š·šÆšµ That Was The Week That Was ā¢ North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
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Initial Thoughts on the Anthropic IPO in 2H26 and Key Beneficiaries in Korea
In this insight, I discuss my initial thoughts on the mega Anthropic IPO in 2H26 and the key beneficiaries of this IPO in Korea.
320 Views
MS-South Korea Index Earning Revision (May): ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation
We analyzed MS-South Korea's consensus for May 2026 and highlighted changes of EPS in ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation, SK Hynix,...
134 Views