Samsung’s Intel Gambit: A Signal of TSMC’s Widening Lead
Samsung's potential Intel stake underscores the importance of packaging know-how over customers, serving as a hedge for production issues, while...
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Korean Air: A Major Rights Offering Capital Raise Likely In Next 1-2 Years
We believe a major rights offering capital raise is likely for Korean Air in the next 1-2 years. On 25 August, Korean Air announced a 70 trillion...
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Nota IPO Valuation Analysis
Our base case valuation of Nota suggests target price of 11,948 won per share, which represents 31% higher than the high end of the IPO price range...
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At the US-Korea Summit, Samsung’s Next Move Could Reshape the US Chipboard
Samsung could weigh deeper US bets through Intel and Amkor bets as Intel pivots glass substrate patents into a licensing model.
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KRX Foreign Holding Weekly (Aug 22nd): SK Hynix, Samsung Electronics, Doosan Enerbility, Alteogen
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Doosan Enerbility,...
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