TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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Recap on Kakao's Sep 15 KOSPI 200 Inclusion Event
Below I summarized what appears to have happened in regard to Kakao's Sep 15 KOSPI 200 inclusion event. Kakao's KOSPI move news first broke on Apr...
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Samsung Electronics - Capital Group's Selling Came to an End, What Now?
Capital Group Companies said in a regulatory filing that its shareholding in Samsung Electronics Co Ltd (005930 KS) decreased from 5.24% on June 20...
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Short Samsung C&T? SamE Spinoff-Based C&T Holdco Conversion Is Still A Real Possibility
Should we short Samsung C&T Corp (028260 KS) now? This question is the same as "Will Samsung C&T never become Samsung's holdco?" Of course,...
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