HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That
TSMC and SK Hynix expect AI/HBM revenues to double by 2025. Investors overlook HBM's potential due to misconceptions about its cyclical nature.
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Shinhan Financial Group Placement - Clean-Up Trade but Stock Is at All Time-Highs
Affinity Equity Partners is looking to raise around US$425m via selling 1.9% of its stake in Shinhan Financial (055550 KS).
463 Views
A Sharp Increase in the Lending Balance of Korean Stock Market Suggests A Pull-Back
In our view, the sharp increase in the lending balance is one of the signs of many investors preparing for a pull-back in the Korean stock market.
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KRX Foreign Holding Weekly (Jun 20th): SK Hynix, Lg Cns, Doosan Enerbility, Hanwha Aerospace
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Lg Cns, Doosan Enerbility, Hanwha...
290 Views
Zhejiang Sanhua Intelligent Controls A/H Trading - Strong Demand, Weakening Sentiment
Zhejiang Sanhua Intellignt Controls (002050 CH) (ZSIC), a manufacturer of refrigeration and air-conditioning control components, raised around...
512 Views