LG Electronics India IPO - RHP Updates and Peer Comparison Refresh.
LG Electronics (066570 KS) is looking to raise US$1.3bn via part-selling its stake in LG Electronics India. In this note, we talk about the...
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Taiwan Tech Weekly: OpenAI to Consume Nearly Half of Global DRAM; Why TSMC 2nm Will Be A Blockbuster
OpenAI, Samsung, and SK Hynix are forming alliances in the memory industry, while MediaTek faces delays in its ASIC ambitions and TSMC's N2 node is...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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USG 1:1 Rule on Semi Manufacturing: Not a Clear Positive to Intel but Clearly Positive to TSMC
USG 1:1 ratio not clear win for Intel, needs 14A node fast. Positive for TSMC, boost pricing power. TSMC may up US Capex, lower Taiwan Capex, make...
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KRX Short Interest Weekly (Sep 26th): Kakao, Alteogen, Doosan Enerbility, SamsungElecMech
We analyzed KRX short interest report for the past week and highlighted short interest changes in Kakao, Alteogen, Doosan Enerbility,...
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