Securities
Issues & Trends
Daejoo Electronic Materials Co., Ltd. Expands Collaboration with North American Aerospace Companies… Supplies Anode Materials and CNT Samples
Daejoo Electronic Materials Co., Ltd.(078600)is expanding its scope of cooperation with a North American aerospace company to include silicon anode materials and carbon nanotube (CNT) conductive mater…
Stock Reports
SamwhaCapacitor to Benefit from Trickle-Down Effects of AI Server Investments… Profits to Double Next Year—Meritz
Meritz Securities forecasts that SamwhaCapacitor(001820)will continue to see earnings growth due to improving market conditions for multilayer ceramic capacitors (MLCCs) driven by expanding demand for…
Stock Reports
SamsungElectronics: Expectations for Increased Shareholder Returns Amid Profit Growth… “Stock Price Could Stabilize in the 300,000-won Range”—KB
On the 21st, KB Securities assessed that SamsungElectronics(005930)is expected to see prolonged profit growth driven by memory supply shortages and expanded shareholder returns. Kim Dong-won, Head of …
Stock Reports
Suprema Inc.: Focus on Growth in Data Center and Overseas Sales… Growth Expected in the Second Half—Yuanta
Yuanta Securities Korea forecast that Suprema Inc.(236200)will see continued growth in its core integrated security systems business, with data centers, public procurement, and new business ventures s…
Stock Reports
SeAHHoldings Pursues Both Earnings Growth and Enhanced Shareholder Returns—Shinhan
On the 21st, Shinhan Investment Securities assessed that SeAHHoldings(058650)is seeing its first-half operating profit and net income approach last year’s full-year levels, while simultaneously raisin…
Stock Reports
SK Expected to Expand Shareholder Returns Amid Improved Subsidiary Earnings—Yuanta
On the 21st, Yuanta Securities Korea projected that SK(034730)would expand its medium- to long-term shareholder returns, driven by improved earnings at its major subsidiaries and increased cash flow. …
Issues & Trends
SK hynix Buys Back 40 Trillion Won in Treasury Stock… A Signal of a Rebound vs. Downside Support
Expectations for a stock price rebound are growing as SK hynix(000660)has announced a shareholder return plan to buy back 40 trillion won worth of its own shares and cancel them in their entirety. In …
Issues & Trends
[Market In] Re-examination of Homeplus's Short-Term Notes: Uncertain Whether It Will Be Scheduled for Late August
Speculation is growing that the Financial Supervisory Service’s (FSS) Sanctions Deliberation Committee will postpone the agenda item regarding securities firms that sold and issued Homeplus short-term…
Issues & Trends
“AI in Private Equity, Real Estate, and Infrastructure”… Alternative Investments See Diversification Benefits ‘Shaken’
“I entered the alternative investment market to diversify, but all I’m doing is investing in artificial intelligence (AI).” This is the paradox the alternative investment market has recently faced.Thi…
Issues & Trends
[Exclusive] Aegis and Blue Cove Clash Head-on Over Selection Criteria for Preferred Partner for Timework Myeongdong
Amid controversy over the fairness of the sale process for “Timework Myeongdong,” valued at 500 billion won, a tense standoff has emerged between Aegis Asset Management’s assertion of “transaction sta…