Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Samsung Electronics Dividend Situation Update Based on 3Q Results
Samsung Electronics can generate 13.5 trillion won to 14.5 trillion won in additional shareholder return funds (50% of FCF), meaning that 3.7~4.7...
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Japanese Govt May Provide Several Trillion Won in Subsidy to TSMC To Build A Semicon Plant in Japan
The Japanese government is planning to amend the law so that it can provide subsidies worth several trillion won to major semiconductor players...
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Semiconductors Continue Full Speed Ahead
Again chip sales have reached record highs. How long will this last? What will happen when it ends? This Insight dips into that to provide some...
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SEC Bear Flag and Kospi Re Load Zone
Kospi and SEC bear flags point lower with SEC the more compelling short. Korea conviction to buy near 380/75 ahead of a bigger short squeeze to...
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