Update on LG Display's Flexible OLED Situation
LG Display Co Ltd (034220 KS) is now hitting 52-week highs. It'd not be hard to make a reasonable guess on why its price is going strong now. The...
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Summary of Innox Corp's Holdco/Opco Demerger
In this piece, I summarized Innox Corp (088390 KS)'s regulatory filing for demerger into holdo and opco. Innox is undoubtedly one of the hottest...
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Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?
Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are...
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Spin-Offs Can Deliver Real Alpha in Korea
Spin-offs in Korea can often deliver real alpha producing results. This report highlights some of the recent major spin-offs in Korea as well as an...
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