Krafton Placement - Stock Has Been Doing Well, Momentum Remains Strong
SK Square is looking to raise around US$198m via selling 2.1% of Krafton (259960 KS). In this note, we talk about the deal dyanmics and run it...
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China Consumption Weekly (22 Apr 2024): Xiaomi, Transsion, Tims China, Xpeng, Tesla
In 1Q24, Xiaomi and Transsion shipments grew rapidly. Tims China’s revenue expanded with new openings. In China, Tesla fired salespeople.
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KRX Foreign Holding Weekly (Apr 19th): Samsung Electronics, Sk Hynix, Kia
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix, Kia.
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Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
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Market Chats About What Really Went Down with HPSP This Morning
Maekyung's report on HPSP (403870 KS) still signals Crescendo PE's potential stake sale despite the company's outright denial, with timing...
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