Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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SK Hynix Sniffs Around Stake Investment in Toshiba's Memory Spinoff - Why & How?
In the 4Q16 earnings conference call, SK Hynix said that it was closely watching the situation surrounding Toshiba's new memory company. This means...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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Toshiba Announced to Split the Cash Cow Memory Business; What's the Next?
Summary What's new? Toshiba announced on Jan 27, 2017 to split the cash cow memory business by March 31, 2017. Why? We expect Toshiba is looking...
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Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review
It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the...
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