In today’s briefing:
- End of Mandatory Lock-Up Periods for 57 Companies in Korea in January 2023
- Intel Vs. TSMC Monitor: After a Quiet December, January Will Be a Big Month
End of Mandatory Lock-Up Periods for 57 Companies in Korea in January 2023
- We discuss end of the mandatory lock-up periods for 57 stocks in Korea in January 2023, among which 5 are in KOSPI and 52 are in KOSDAQ.
- These 57 stocks on average could be subject to further selling pressures in December and could underperform relative to the market.
- Among these 57 stocks, the top 5 market cap stocks include Sungeel Hitech, HPSP, CJ CGV, Sillajen, and Eoflow.
Intel Vs. TSMC Monitor: After a Quiet December, January Will Be a Big Month
- Intel outperformed TSMC in 1H December, and then TSMC outperformed after some negative rumors about an Intel product delay/cancellation.
- After a quiet December, January will be a big month as we will have 4Q22E result for both companies. The expectatioins bar for INTC is set very low.
- We see a potential Long INTC vs. Short TSMC opportunity after TSMC has released results and before INTC has released its results.
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