‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Samsung Electronics Stock Split Event - Trade Idea Using VKOSPI Futures
Apr 30, May 2 and May 3 are the three days during which Samsung Electronics Co Ltd (005930 KS) shares will be suspended for trade due to the stock...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Korea Alpha: Hyundai Motor Preferred 2B – Higher Dividend Yield to Lower Prefs Discount
Hyundai Motor Co (005387 KS) preferred shares currently trading at 33% discount to the common shares will likely trade at a smaller discount with...
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Samsung SDS = Spearheading the Blockchain Revolution + Alpha From Samsung Restructuring
In this report, we provide the major investment merits of Samsung SDS Co Ltd (018260 KS). We have a positive view of Samsung SDS and we are...
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