Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.
UK car market rebounds with focus on electric vehicles, SAIC Motor struggles with declining profits, Google and Meta prepare for misinformation...
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KRX Short Interest Weekly (Aug 30th): Samsung Electronics, Hlb, Yuhan
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Electronics, Hlb, Yuhan.
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Potential Sale of SK Specialty and Deleveraging of the SK Group - Impact on SK Inc and NAV Analysis
In this insight, we discuss the potential sale of SK Specialty by SK Inc (034730 KS) which owns 100% stake in the company. Our NAV value of SK Inc...
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Understanding Potential Issues Within SK Group from Hynix's Kioxia CB Conversion
This post dives into the potential issues about how Kioxia's IPO could affect Hynix and the whole SK Group that the market needs to clear up.
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Kioxia IPO Early Re-Look - Better Placed This Time Around
Kioxia Holdings (6600 JP) aims to list in Japan by Oct 2024 at a valuation of over US$10bn, as per media reports. In this note, we take an early...
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