Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
383 Views
Short-Selling Rule Change in Korea: Potential Names for Short Squeezing
Multiple news outlets in Korea have reported late last night that the Korea FSC would announce the first-phase measures of new restrictions for...
322 Views
Mcnex - A Leading Producer of Camera Modules for Smartphones and Autos
Mcnex Co Ltd (097520 KS) is a leading Korean manufacturer of camera modules for smartphones and autos. Our base case valuation for the company is...
383 Views
A Comprehensive List of Korean Companies Benefiting from Sale of Level 3 Autonomous Vehicles in July
On January 5th, the South Korean government (Transport Ministry) announced that it will allow automakers to start selling vehicles with basic Level...
340 Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
619 Views