Securities
Research
"Interest Rates Top 5%, but Only Semiconductors Are Soaring… Micron CEO’s Remarks Draw Attention"
While the domestic stock market was closed, stocks and bonds moved in opposite directions. Stock prices showed strength, led by semiconductors, but U.S. Treasury yields continued their volatile trend,…
Stock Reports
TSMC Selects the Only Domestic Tier-1 Vendor… IBK Issues First “Buy” Recommendation
IBK Investment & Securities announced on the 28th that it is initiating coverage on CMTX Co.,Ltd. with a “Buy” rating and a target price of 115,000 won.
CMTX Co.,Ltd. is a semiconductor materia…
Stock Reports
COSMECCA KOREA CO.,LTD.: Growth Remains Valid Even with Lowered 3Q Expectations… Target Price Raised—Yuanta
On the 28th, Yuanta Securities Korea analyzed that while Cosmecca Korea’s ( COSMECCA KOREA CO.,LTD.(241710)) third-quarter operating profit is expected to fall short of market expectations, this is du…
Issues & Trends
Awaiting U.S. Treasury Yields and Micron’s Earnings… Factors That Will Determine the KOSPI’s Direction After the Holiday
The domestic stock market will resume trading on the 28th following the short Chuseok holiday. During the holiday, the New York Stock Exchange fell before rebounding, while U.S. Treasury yields and in…
Issues & Trends
“Losing 125.6 billion in goodwill and facing delisting”… JR Takes a ‘Hail Mary’ Move by Selling New York Building
Following its full impairment of 125.6 billion won in goodwill, JR Global REIT faced another setback when its external auditor issued a “disclaimer of opinion.”This decision was based on the determina…
Issues & Trends
Foreign Investors Bet on 'Leverage,' Retail Investors on 'Inverse ETFs'… Who Will Come Out on Top in Terms of Returns?
Foreign and retail investors took diametrically opposed trading approaches regarding exchange-traded funds (ETFs) on the domestic stock market this month. While foreign investors focused on buying “le…
Issues & Trends
As Samsung and INICS Corporation Fell by Single Digits… Leveraged ETFs Plunged by Half
As the single-stock leveraged ETFs (Exchange-Traded Funds) listed on SamsungElectronics(005930)and SK hynix(000660)marked four months since their listing on the 27th, the yield gap with the underlying…
Issues & Trends
Halved in Value, Yet Unable to Cut Losses… Retail Investors Trapped in the Samsung Electronics and INICS Corporation ETF Trap
The 2x leveraged ETFs (Exchange-Traded Funds) and ETNs (Exchange-Traded Notes) tracking individual stocks listed on SamsungElectronics(005930)and SK hynix(000660)are struggling, with their share price…
Issues & Trends
[Exclusive] National Pension Service to Conclude Audit of Real Estate Investment Division Amid 'Abuse of Power' Controversy… Disciplinary Committee to Be Convened
The Fund Management Division of the National Pension Service (NPS), which manages 1,900 trillion won in national retirement funds, will convene a disciplinary committee in the near future regarding th…
Issues & Trends
“Piston Isn’t Going Anywhere… Aims to Grow New Business Revenue to 100 Billion”
“I believe piston production volumes will only increase, not decrease, through 2035. As we take over production volumes from global competitors, we expect revenue from the piston business to increase …