LG Electronics India IPO - Thoughts on Valuation - Better Placed This Time Around
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 valuations.
565 Views
KRX Foreign Holding Weekly (Oct 3rd): SK Hynix, Samsung Electronics, Samsung Elec (PREF), NAVER
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Samsung Elec...
316 Views
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...
569 Views
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...
347 Views
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...
374 Views