Internet/Software (Overweight/Maintain)Identifying leaders in the AI data center space
Training demand continues to grow, while inference demand should expand sharply amid a growing AI user base, the proliferation of agentic AI...
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Initial Thoughts on the OpenAI IPO and the Key Korean Stocks to Benefit from the OpenAI IPO
Samsung SDS and LG CNS are two of the key beneficiaries in the Korean stock market of the OpenAI IPO which is expected to raise about $60 billion...
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Primer: Samsung SDS (018260 KS) - Apr 2026
Samsung SDS is strategically pivoting towards high-growth, high-margin businesses, focusing on cloud services and generative AI to reduce its...
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KRX Short Interest Weekly (Oct 2nd): HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan Enerbility
We analyzed KRX short interest report for the past week and highlighted short interest changes in HLB, DWEC, NAVER, Samsung Elec (PREF), Doosan...
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Elice Group IPO Bookbuilding Results Analysis
A total of 2,367 institutions participated in the Elice Group IPO survey. The total demand ratio was 388.8 to 1. IPO price was finalized at 90,500...
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