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.
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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,...
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KRX Foreign Holding Weekly (May 29th): Samsung Electronics, SK Hynix, Mobis, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Samsung...
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Smartkarma’s Week that Was in JP/KR: Nexon, Japan Post, Toyota and Doosan Heavy
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of April 01st:
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Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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