Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data
​TSMC's strong 1Q25 earnings and focus on 2nm technology, Mediatek vs TSMC valuation compared, PC market sees 5% YoY growth with inflated shipments...
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Korea: Short Selling Data Analysis (Which Stocks Are the Gainers and the Losers?)
Shorting has generally worked for KOSDAQ names with higher short interest ratios but not for KOSPI names in the past two weeks.
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Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
Our top 10 picks in the most recent bi-weekly was down 2.5% on average, outperforming KOSPI which was down 4.9% in the same period.
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June Value-Up Rebalance: Hype Fading, But Key Flags Remain
This post gives a quick pulse check on the June Value-up Index rebalance—hype’s cooling off, but there are still a few key things to flag.
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LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
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