Securities
Issues & Trends
"I Used to Work at the National Pension Service"... Controversy Over Asset Management Executive Who Included "NPS" in Email [Weekly IB]
A former high-ranking official of the National Pension Service (NPS), who moved to a position as head of Koramco Asset Management’s Jeonju office earlier this year, has come under scrutiny in the inve…
Issues & Trends
"Patriotic Investment" Sparked by HansungEnterprise… Money Flowing into Domestic Companies
The “patriotic investment” craze that began on HansungEnterprise(003680)is spreading across the stock market. This comes as a movement has emerged to buy and support the stocks of domestic companies t…
Issues & Trends
SK hynix ADRs, Listed on the Nasdaq, Added to 11 Active ETFs in South Korea
SK hynix(000660) With SK hynix’s American Depositary Receipts (ADRs) listed on the Nasdaq, domestic actively managed exchange-traded funds (ETFs) are adding them to their portfolios one after another.…
Issues & Trends
A Chill Sweeps Through Entertainment Stocks… 8 Trillion Won in Market Cap Lost So Far This Year
Since the start of this year, investor sentiment across the entertainment sector has significantly weakened, leading to a sharp decline in the market capitalization of major listed companies.
A…
Issues & Trends
Despite a Surplus of Buildings… Seoul Office Rents Hit Another Record High
The Seoul office market showed mixed trends, with vacancy rates rising due to a large volume of new supply, while rents reached record highs. Since most of the newly supplied properties are prime offi…
Issues & Trends
Uber’s Clever Calculation: Choosing ‘22 Trillion DH’ Over ‘8 Trillion Baemin’
Global mobility giant Uber has officially announced its acquisition of Delivery Hero (DH), the German parent company of Baedal Minjok, South Korea’s leading food delivery app. This marks Uber’s return…
Issues & Trends
National Pension Service Makes a Series of Personnel Changes Amid Controversy Over ‘Conflict of Interest in Real Estate Division’… Compliance Division Staff Also Placed on Standby [Market In]
The National Pension Service (NPS) has abruptly placed the head of its Real Estate Investment Division on administrative leave in connection with allegations of conflicts of interest and collusion wit…
Issues & Trends
Has TSMC Dispelled the Theory of a Semiconductor Market Peak?…“AI Demand Has Become Even Stronger”
Taiwan’s TSMC, the world’s largest foundry (semiconductor contract manufacturer), has tempered concerns about the AI semiconductor market reaching its peak by reporting record-breaking earnings that f…
Issues & Trends
KIC Kicks Off Plans for a Korean-Style Temasek… Will Start by Amending Laws and Deploy Funds Next Year
Efforts to amend legal provisions to develop the Korea Investment Corporation (KIC) into a “Korean-style Temasek” are expected to begin in earnest. Rather than establishing a new sovereign wealth fund…
Issues & Trends
[Market In] Homeplus Secures 200 Billion Won in Funding… Chooses Appeal Over Bankruptcy
Homeplus has reestablished a foundation for recovery through a major compromise involving its major shareholders, creditors, labor unions, and political circles. This comes after MBK Partners and its …