Local Semis Rebalance (Tue/Wed): Trade Setup
Despite Hynix denying it via disclosure, the leak likely came from them. The ₩100tn return plan with ₩40tn buyback and ₩60tn dividend is in line...
193 Views
Three-Circle (三环集团) A+H Pre-IPO: Early Thoughts
Three-Circle is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on...
151 Views
Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
599 Views
Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
556 Views
KRX Foreign Holding Weekly (Jun 12th): Samsung Electronics, SK Hynix, SKSQUARE, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SKSQUARE, Samsung...
116 Views