Daily BriefsTMT/Internet

Daily Brief TMT/Internet: Wonik Holdings Co., Ltd, Gorilla Technology Group , Nippon Systemware, SIG Group and more

In today’s briefing:

  • High-Conviction TIGER Semi Top 10 Rebal Trade from MKF500 Rebalance Cues
  • GRRR: CEO Talks Nobel, Astrikos Investment, and Outlook for 2026
  • (19 Dec 2025) Nippon Systemware(9739 JP) — Fisco Company Research
  • (18 Dec 2025) SIG Group(4386 JP) — Fisco Company Research


High-Conviction TIGER Semi Top 10 Rebal Trade from MKF500 Rebalance Cues

By Sanghyun Park

  • FnGuide’s December MKF500 rebalance adds Wonik Holdings (030530) to the semis bucket, clearing screens for TIGER Semiconductor TOP 10 ETF, Korea’s largest sector ETF.
  • October rebalance: Wonik IPS added at 5% weight, pulling ₩100B passive flows and ripping 15%+ as retail chased.
  • For April rebalance, Wonik Holdings’ high volume lowers theoretical passive impact, but strong retail chasing could trigger Oct 2–style price action—definitely worth monitoring.

GRRR: CEO Talks Nobel, Astrikos Investment, and Outlook for 2026

By Water Tower Research

  • Chandan described his 2025 Nobel Sustainability Award nomination as a surreal validation of his career building complex, national-scale infrastructure. 
  • Rather than mere “good intentions”, the recognition affirms that Gorilla’s AI solutions are successfully engineered into real-world systems across global markets.
  • For Chandan, the award proved that his team’s “stubborn decisions” were rational and that its commitment to implementation survives the contact with reality.


(19 Dec 2025) Nippon Systemware(9739 JP) — Fisco Company Research

By FISCO

Key points (machine generated)

  • NSW, an independent IT solution provider, reported interim sales of 24,854 million yen, a 2.7% increase year-over-year.
  • Operating profit decreased by 14.4% to 2,360 million yen during the same period.
  • The company’s medium-term plan targets sales of 60 billion yen and a 12% operating profit margin by March 2028.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


(18 Dec 2025) SIG Group(4386 JP) — Fisco Company Research

By FISCO

Key points (machine generated)

  • SIG Group, listed on the Tokyo Stock Exchange as 4386, reported strong double-digit growth in revenue and operating profit for the interim period of fiscal year ending March 2026.
  • The company focuses on corporate digital transformation through AI and aims to serve as an external Chief Information Officer for clients.
  • With over 30 years of experience, SIG Group offers a range of services including system development and IT infrastructure solutions, primarily for large corporations and local governments.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars