The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
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Can The "Co-Operation Companies Profit Sharing System" Really Be Passed into Law in Korea?
One of the most significant regulations to look out for in Korea in 2H 2020 is the "Co-operation Companies Profit Sharing System" (협력 기업이익공유제),...
337 Views
Samsung's ARM Takeover Noise on 1P Discount: Three Reasons Why It Won't Happen
Would Samsung pursue SoftBank's ARM?First, we don't know for sure yet whether SB will sell it or go through with an IPO.Nonetheless, Korea's local...
307 Views
Asia Short Interest Weekly - Covering in HK Consumer Discretionary, Korean Banks, Taiwan Semis
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Samsung 1P At -1σ: Another Quick Mean Reversion Ahead
Samsung 1P is again below -1σ on a 20D MA, with a 12.45% discount.Since May, 1P has fallen below -1σ four times in total. In all of these cases, we...
382 Views