More Data & Signs on the Fate of Korea's Passive Investing Paradigm
Remember that I discussed the NPS' passive investing may come to an end.NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI...
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China Foundry Market Might Be Dominated by TSMC; Our Analysis After IC Insights Report
SummaryWhat did IC Insights say about China foundry market? Pure-play foundry sales in China are expected to jump by 16% y/y this year to about...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
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Memory Channel Check Suggested We Might Be Wrong Earlier
What memory module vendors said?After a recent check with memory module vendors, we have concluded that we might be wrong or too conservative on...
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