In today’s briefing:
- Introducing the Unusual Policy Narrative Now Pushed: Korea–Japan Economic Integration
- SK Hynix 3Q25: Another Stunning Quarter. More Upside in 2026.
Introducing the Unusual Policy Narrative Now Pushed: Korea–Japan Economic Integration
- Chey Tae‑won’s Korea–Japan integration push is fresh tape—unpriced and unconsumed—unlike the exhausted dividend tax story, making it the real policy‑momentum trade to watch.
- Korea’s export model is fading, but a $6T Korea–Japan bloc plus CPTPP buzz offers a fresh policy‑momentum catalyst, with AI/data angles luring incremental global flows.
- Korea–Japan cooperation isn’t a real bloc yet, but it trades like a policy theme—Chey’s 3PRO push makes it a headline‑driven short‑term play ripe for desks.
SK Hynix 3Q25: Another Stunning Quarter. More Upside in 2026.
- SK hynix reported another stunning quarter: revenue up 39% YoY, Operating Profit up 62%
- The soft guidance for 2026 points to increasing bit growth and we know that ASP are increasing. As SK hynix says “explosive AI growth”.
- Best 2 Memory stocks 1. SK hynix 2. Micron. Samsung? we still need a bit more clarity on HBM3E / 4 qualifications
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