GEMWeekly (26 Jul 2024): PBOC Cuts Rates; South Korea, Thailand Macro; Kakao, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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KRX Foreign Holding Weekly (Jul 26th): Sk Hynix, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Sk Hynix, Samsung Electronics.
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Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders
South Korean OLED suppliers benefit from BOE's B16 commitment, Taiwan's wind industry looks to Japan and Korea, Onsemi powers VW EV, Taiwan's AI...
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KRX Short Interest Weekly (Jul 19th): Doosan Enerbility
We analyzed KRX short interest report for the past week and highlighted short interest changes in Doosan Enerbility (034020 KS).
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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
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