Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.
UK car market rebounds with focus on electric vehicles, SAIC Motor struggles with declining profits, Google and Meta prepare for misinformation...
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KRX Short Interest Weekly (Aug 30th): Samsung Electronics, Hlb, Yuhan
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Electronics, Hlb, Yuhan.
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Potential Sale of SK Specialty and Deleveraging of the SK Group - Impact on SK Inc and NAV Analysis
In this insight, we discuss the potential sale of SK Specialty by SK Inc (034730 KS) which owns 100% stake in the company. Our NAV value of SK Inc...
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Samsung C&T: Corporate Value-Up + Reduced Overhang Post Final Lee Family Inheritance Tax in 2025
We provide an updated NAV analysis of Samsung C&T, discuss the reduced overhang post final Lee family inheritance tax payment, and provide further...
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Trading Plays on Samsung C&T’s Holding Company Shift and Biologics Share Sell-Off
This post explores trading angles triggered by Samsung C&T’s forced holding company conversion issue, caused by the rise in Samsung Biologics'...
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