Start by Topic

11 research hubs
HBM & KOSPI Samsung, SK hynix, HBM market share and Korea's memory cycle AI Memory Dashboard Samsung Electronics, SK hynix, HBM earnings and Korea memory-cycle dashboard AI PCB & Substrate FC-BGA, CCL, Samsung Electro-Mechanics, Daeduck, Pamicell Humanoid & Robotics SPG, Robotis, Rainbow Robotics, Korea robot value chain Korean Financials Meritz, Kiwoom, KB, Shinhan, KIH, KakaoBank, Toss K-Beauty Olive Young, PharmaResearch, APR, Medicube, K-beauty stack Korean AI Companies Korean AI ecosystem map and equity exposure Semi Equipment & IP Korean semiconductor equipment makers and IP plays Exclusive Analysis Proprietary screens, ETF flow, real-money flow and market-structure work For Foreign Investors How foreign investors access Korean stocks (KOSPI / KOSDAQ) Daily Market Day-by-day Korean market flow and event coverage
Featured image of post Tech Leaders’ Money in Biotech Reached Public Stocks First Through Acquisitions and Narratives: A Map of 94 Companies and a Review of U.S. and Korean Listed Companies
Exclusive Analysis Sector-Deep-Dive Korean-Equities

Tech Leaders’ Money in Biotech Reached Public Stocks First Through Acquisitions and Narratives: A Map of 94 Companies and a Review of U.S. and Korean Listed Companies

Of the 94 companies that received biotech investments from tech leaders, only 10 now trade under their own tickers. Private capital reached public markets first through acquisitions and narrative-driven multiples, while earnings remain unconfirmed. This analysis reviews second-quarter results and value relative to cash at U.S. listed companies, alongside evidence for overseas contracts at Korean listed companies.

Featured image of post Semiconductor Suppliers Rallied Sharply, but Only a Fraction of Large-Cap Selling Followed: Reviewing Entry Order Across the Value Chain
Exclusive Analysis AI Infrastructure Korean-Equities

Semiconductor Suppliers Rallied Sharply, but Only a Fraction of Large-Cap Selling Followed: Reviewing Entry Order Across the Value Chain

Only part of the money leaving Samsung Electronics and SK hynix went to semiconductor suppliers. Prices moved sharply, but capital did not follow at the same scale, and pension funds, investment trusts, private funds, and foreign investors bought different stocks. This review compares GPUs, CPUs, CoWoS, memory, and Korean packaging, materials, equipment, and substrates on the same basis, then identifies where to look first.

Featured image of post Compute Gets Cheaper While Memory Accumulates: Why Korean Memory Is Adding Logic in the Agent Era
Exclusive Analysis AI Infrastructure Korean-Equities

Compute Gets Cheaper While Memory Accumulates: Why Korean Memory Is Adding Logic in the Agent Era

As more AI agents take on entire tasks, compute becomes cheaper while context and knowledge accumulate. This analysis examines the split between batch and real-time workloads, demand for CPUs and networks, HBM and SSD products with embedded logic, long-term contracts and deposits, then calculates how much earnings durability current Korean memory share prices require.

Featured image of post When AI Bottlenecks Re-rate: Pricing and Cash Separate Samsung Electro-Mechanics, Seagate, and Ciena
Exclusive Analysis AI Infrastructure Korean-Equities

When AI Bottlenecks Re-rate: Pricing and Cash Separate Samsung Electro-Mechanics, Seagate, and Ciena

This analysis tracks when AI supply shortages flow through to contract prices, earnings, cash, and share prices. It compares Samsung Electro-Mechanics' direct-customer price increases and expansion, Seagate's Toshiba supply challenge, and the gap between Ciena's price increases and margins through figures and scenarios.