[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat
TSMC reports Q2 results on 18/Jul. Investors will look to fabs expansion in US & Japan, & progress in 2nm & 3nm chips. TSMC holding 62% of global...
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KRX Short Interest Weekly (Jul 5th): Hlb, Posco
We analyzed KRX short interest report for the past week and highlighted short interest changes in Hlb(028300 KS), Posco(005490 KS).
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Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait
As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...
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Sanil Electric IPO - Stars Aligned with High Growth and Strong Sentiment
Sanil Electric (062040 KS) is looking to raise up to US$165m in its Korean IPO. In this note, we undertake a quick peer comparison and share our...
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GEMWeekly (5 Jul 2024): EU Tariffs on Chinese Online Goods; China Macro; Samsung, Reliance, PDD
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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