Daily Brief TMT/Internet: SIMMTECH Co Ltd, Hang Seng Index, Dell Technologies , Samsung Electronics, Taiwan Semiconductor (TSMC), GCI Liberty Class A, SAP and more

• Next rebalance is Dec 12; Simmtech (222800 KS) looks set to replace Philoptics, with a KRW 0.8T market cap gap making it a high-conviction front-runner.
• Dongjin Semicam and Daeduck clear market cap but face keyword-score risk; PSK Holdings vs S&S Tech is tight — final screening will decide, so front-running carries caution.
• December rebalance AUM doubled; Simmtech and Philoptics could see ~1x DTV passive flows, likely triggering an even stronger passive price impact than last cycle.

• A renewed tariff threat from Trump sparked a sharp, sell-off across North American Equity markets.
• The sell off was broad based and accordingly we look at the performance of Asian Index ETF’s that trade in North America to help prepare for Monday’s price action.
• Implied volatility, price and option volume are displayed for each symbol.

• Dell doubles long-term growth outlook to 7–9% revenue and 15%+ EPS CAGR through FY30, led by AI infrastructure.
• AI PCs emerge as Dell’s next growth engine; global refresh cycle could finally kickstart long-awaited PC upturn.
• Taiwan makers Asus, Acer, Quanta, and Wistron positioned to benefit as AI PC and server demand scales together.

• In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (10 to 24 October 2025).
• Top 10 picks in this bi-weekly include Samsung Electronics, Samsung Life Insurance, LG CNS, SK Hynix, KT&G, Naver, Samsung C&T, LG Uplus, Hyundai Elevator, and SK Inc. 
• The semiconductor sector was a big winner in the past two weeks. Some of the best performing stocks in this period include SK Hynix, Samsung Electronics, and Hanmi Semiconductor. 

• TSMC and UMC 3Q revenues are slightly above Guidance / Consensus. In US$, TSMC revenues growing at 40% YoY. Legacy Fab UMC growing at 4%. 
• This will continue, even if AI / HPC growth is slowing into 2026, the gap will remain wide between AI / HPC (say 35% growth) and Legacy (5%). 
• Ongoing concerns of AI investment bubble reflect “a lack of imagination” (Lisa Su). Stick with the category winners Nvidia – SK Hynix – TSMC , followed by AMD – Micron.

Key points (machine generated)

• GCI Liberty, Inc. began trading at $32.50 per share after its spin-off from Liberty Broadband, allowing it to operate independently and unlock value.
• As Alaska’s largest telecommunications provider, GCI serves 80% of homes with high-speed services and generated over $1 billion in revenue, primarily from business customers.
• Despite initial selling pressure, GCI’s favorable EBITDA multiple and strong financial position suggest potential for significant growth and returns in the coming years.

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• At Connect, SAP unveiled its new Business Suite, integrating AI across finance, procurement, supply chain, HR, and customer experience. Central to this is the Joule AI assistant and BDC Connect.  
• SAP introduced finance, HR, procurement, logistics and CX agents. Joule now acts as a digital co-worker. New applications like Supply Chain Orchestration, Logistics Management, and Engagement Cloud extend AI-native capabilities.   
• SAP’s “flywheel” vision aims to embed AI into business processes through unified AI, data and application layers. Real revenue growth will depend on organisations consolidating data into unified semantic models.