Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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KRX Foreign Holding Weekly (Jun 28th): Samsung Electronics, Sk Hynix, Samsung SDI, Celltrion
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix, Samsung SDI,...
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Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive
Discusses the recovery of traditional data centers, strength in SSD memory for AI applications, upcycle in PCs driven by Windows 12, and potential...
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Tesla Charges Ahead: Energy Storage Leader Drives Record Revenue in Booming Industry
As renewables surge, Tesla leads storage market with rising revenue. CATL's energy system, with zero-degradation, leads innovation with massive...
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Sanil Electric IPO - Strong Profitability Growth, but Highly Dependent on Its Top Customers
Sanil Electric (062040 KS) is looking to raise up to US$164m in its Korean IPO. In this note, we talk about the company’s historical performance.
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