In today’s briefing:
- Rise of DeepSeek – Impact on SK Hynix and Other Major Korean Stocks
- Seoul Guarantee Insurance Pre-IPO Updated Thoughts on Valuation – Weaker Performance than Expected
Rise of DeepSeek – Impact on SK Hynix and Other Major Korean Stocks
- DeepSeek has been the biggest story in the global markets in the past couple of weeks.
- In this insight, we discuss how the rise of DeepSeek could impact the share prices of the major AI related companies in Korea including SK Hynix (000660 KS).
- The top five Korean companies that could be negatively impacted by the rise of DeepSeek include SK Hynix, Hanmi Semiconductor, SK Square, HD Hyundai Electric, and LS Electric.
Seoul Guarantee Insurance Pre-IPO Updated Thoughts on Valuation – Weaker Performance than Expected
- Seoul Guarantee Insurance (031210 KS) is looking to raise around US$155m in its Korean IPO.
- Seoul Guarantee Insurance (SGI) is a guarantee insurance firm operating predominantly in Korea.
- In this note, we discuss its recent financials, and share our updated thoughts on valuation.
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