Samsung Split: Why May Samsung Like the Idea?
Samsung split? It sounded too imaginative when the issue first emerged above among local institutions. But believe it or not, the talk is carrying...
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Lemon IPO Preview
Apple, Orange, Blackberry......and now Lemon. Yes, a Korean company called Lemon (294140 KQ) is getting ready to complete an IPO at the end of this...
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Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
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Korea - Shorts Build Positions in Amore Corp, Samsung Elec, HLB, KMW, SillaJen
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 31 January...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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