Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 8 August 2025
Of the 12 regional economies tracked, only 4 are above the 50 PMI boom-bust line: India (59) continues to lead. Vietnam, Philippines, and...
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Yeouido Views Grow: Hynix’s Contract Risks & Samsung Supply Push Drive Long-Short Play Through 1H26
Momentum is building in Yeouido around the Samsung long, Hynix short trade, now seen as a key structural theme through 1H next year amid Hynix’s...
827 Views
Separate Dividend Tax Plan in Korea: Devil Is In the Details
A closer look at MOSF's Tax Reform Plan for dividends suggests that it may not have a material impact on most listed companies unless the National...
325 Views
KRX Short Interest Weekly (Aug 1st): HANWHA SOLUTIONS, Hyundai Motor, Samsung SDI, LG H&H
We analyzed KRX short interest report for the past week and highlighted short interest changes in HANWHA SOLUTIONS, Hyundai Motor, Samsung SDI, LG...
345 Views
LG CNS IPO Lockup Expiry - US$1.1bn Release, with PE Well in the Money
There was a US$250m placement in LG CNS after market close, with Macquaire having sold nearly a quarter of its stake right after lockup expiry.
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