KRX Short Interest Weekly (Oct 17th): KorZinc, Samsung Electronics, ECOPRO, SK Hynix, ECOPROBM
We analyzed KRX short interest report for the past week and highlighted short interest changes in KorZinc, Samsung Electronics, ECOPRO, SK Hynix,...
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KRX Foreign Holding Weekly (Oct 17th): Samsung Electronics, SK Hynix, Doosan Enerbility
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Doosan Enerbility,...
668 Views
ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 2028
​ASML's positive management tone lacks material clarification on 2026 revenues. Concerns: China revenue, double counting TSMC + Intel capacity,...
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Citi’s AI Supercycle Thesis Faces a Logic Check
​Citi believes AI has sparked a semiconductor upcycle, but warnings about potential overreach and pricing peaks still exist. Investors should be...
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Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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