Asian Equities: Relative Value Trades After This Dislocation
​Asian markets present relative value trade opportunities due to sharp dislocations in valuations. TW may correct more, KR could rerate. Long Indo...
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Samsung's Gaia: A PIM Trojan Horse and the Case for Structural Outperformance
​Gaia, a high-powered PCIe companion card, aims to replace Nvidia's discrete workstation GPUs by leveraging Processing-in-Memory (PIM) to bypass...
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Samsung Electronics (005930 KS): Synthetic Expert Call Transcript (14 Jul 2026)
Samsung’s public denial of a U.S. ADR listing on July 14, 2026, masks ongoing internal debates sparked by archrival SK Hynix’s blockbuster $26.5...
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Top Five Reasons Why Samsung Electronics Should List Its Shares as ADRs in the U.S.
Bloomberg published an article today that Samsung Electronics is in early discussions of a potential listing of ADRs in the U.S.
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Asian Equities: How Critical Are FII Flows for Asia, and in Which Markets Are They Likely to Revive?
​Foreign fund flows are not the main drivers of several Asian markets. TW & KR show the least correlation & India the most. KR & TW could see near...
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