Mirae Asset Minutes [2025: Volume 19]Biweekly strategy meeting recap
While AI-related demand from hyperscalers and governments is surging, demand for commodity memory remains uncertain, leading to limited capacity...
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Smartphone 3Q25: A Little Bit Better, Just a Little
Smartphone unit growth remains low at ~3% YoY, with premium replacement demand solid and improvements in Emerging Markets.
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Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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KRX Short Interest Weekly (Oct 10th): HYUNDAI ROTEM, Samsung Electronics, Hyundai Motor, SK Hynix
We analyzed KRX short interest report for the past week and highlighted short interest changes in HYUNDAI ROTEM, Samsung Electronics, Hyundai...
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LG Electronics India IPO Trading - Very Strong Subscription, Won’t Be Chasing if It Pops Too High
LG Electronics (066570 KS) raised around US$1.3bn via selling 15% of its stake in LG Electronics India IPO. In this note, we talk about the trading...
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