Weekly Innovation Review (WIRE) #36
Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.
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KRX Plans to Launch a New Index Called 'KOSPI 200 Top 10'
According to the KRX, it plans to launch new indices which would include the top 10 stocks in KOSPI. The name of this index is expected to be...
182 Views
WSTS Forecast: Record Semiconductor Revenues in Both 2021 & 2022
The semiconductor industry's statistics body, WSTS, released a very bullish Spring forecast, predicting revenues to break records in both 2021 and...
211 Views
The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
324 Views
Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
211 Views