Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (January and February 2025)
In this insight, we discuss the alpha generation through companies that announced share buybacks in the Korean stock market in January and February...
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Tech Supply Chain Tracker (22-Feb-2025): SK Hynix CEO optimistic on semiconductor industry post-DeepSeek.
SK Hynix CEO optimistic about semiconductor industry growth, Oppo introduces Find N5 foldable phone, EU funds Infineon's fab, ex-Samsung exec...
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Clarifying Samsung Life’s Position on How Samsung Electronics Structures Its Shareholder Returns
This post clarifies Samsung Life’s position on how Samsung Electronics structures its shareholder returns in the upcoming value-up disclosure.
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Tech Supply Chain Tracker (18-Feb-2025): Apple may assemble iPhones in Indonesia to comply with local rules.
Apple considers shifting iPhone assembly to Indonesia due to sales ban and local content rules; India's AI goals hindered by GPU shortages and high...
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A Real-World Take on the Market Worries Around the Samsung Life Act Proposal
This post takes a real-world take on the market concerns surrounding the Samsung Life Act proposal, breaking down how it could impact sentiment and...
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