Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.
China leads global auto exports while Samsung accelerates OLED production, Nvidia pushes for early delivery, Trump hints at CHIPS Act shutdown,...
131 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
462 Views
Understanding Potential Issues Within SK Group from Hynix's Kioxia CB Conversion
This post dives into the potential issues about how Kioxia's IPO could affect Hynix and the whole SK Group that the market needs to clear up.
333 Views
NPS Will Vote Against the Merger Between SK Innovation and SK E&S
NPS will vote against the merger between SK Innovation and SK E&S, mainly due to significant concerns about destroying shareholder value...
345 Views
Potential Big Changes at the Korean Chaebols - The Age Factor of Chairman/Honorary Chairman
One of the important factors of big changes at the Korean chaebols is the age factor of the chairman/honorary chairman of each of these conglomerates.
266 Views