Recent Long Short on Samsung/Hynix & KOSPI 200,,, & 30% KOSPI 200 Cap
Samsung Elec has made a great run lately, and so did Hynix. Then, we have to ask ourselves this question. Was it a part of a rerating on entire...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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Korea - Semco and Hynix Rising, FILA Korea Falling
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 10 January...
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Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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What Is Korea National Pension Fund Buying & Selling?
There have been a plethora of announcements in the past few days about the changes to the ownership of many Korean companies held by Korea National...
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