Assessing the Korea NPS-Originated Flow Trends and Allocation Breakdown
This post assesses the Korea NPS annual report released last week along with the latest monthly status report to find recent patterns in allocation...
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Intel's $30 Billion JV with Brookfield Asset Mgmt: To Take Away Market Share from TSMC & Samsung?
On 23 August, Intel announced that it will partner with Canada's Brookfield Asset Management to jointly fund up to $30 billion to make advanced...
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SK Square: The Excessive NAV Valuation Gap Is Likely to Narrow
On a NAV basis, shares of SK Square are deeply undervalued. If we assume a moderate 50% holdco discount, this would suggest a NAV of 74,677 won per...
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Foosung: Excessive Decline in Share Price Due to Spin-Off & IPO of Its Foosung Global Subsidiary
On 4 August (after market close), it was reported that Foosung Co plans to IPO its subsidiary Foosung Global. Recent share price decline has...
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Semiconductors Have Reached Turning Point
The semiconductor market is starting to change from unusual growth and record revenues to a downturn that will return it to its long-term trend. ...
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