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Stocks
Another Chinese Semiconductor Company Goes Public… Yangtze Memory Raises Around 6 Trillion Won
Following Changxin Memory Technology (CXMT; hereinafter “Changxin Memory”), a D-Lab company that became a blue-chip stock after its listing on the Chinese stock market, China’s largest NAND flash memo…
Stocks
"Samsung Electronics' Major Shareholder Return May Extend the Won's Strength"
Analysts have suggested that the large-scale shareholder return plans announced by SamsungElectronics(005930)and SK hynix(000660)represent a new variable that could influence the direction of the won.…
Stocks
Reuters Highlights KOSPI's 30% Plunge… Aftermath of Leveraged Investing
As the KOSPI plummeted 30% from its two-month high, large-scale leveraged investments by retail investors have emerged as a risk factor for the Korean stock market. While the government has relaxed re…
Stocks
Was the AI Peak Theory Just a False Alarm? SanDisk and Others Report "Continued Strong Demand"
Amid growing skepticism regarding artificial intelligence (AI) investments, semiconductor companies are offering optimistic outlooks. According to Reuters on the 13th (local time), U.S.-based NAND fla…
Stocks
"Strong Demand for AI"... SanDisk Forecasts Double-Digit Revenue Growth
U.S.-based NAND flash memory manufacturer SanDisk projected on the 13th (local time) that revenue for fiscal years 2028–2030 will grow at an average annual rate in the mid-to-high 10% range, citing co…
Stocks
Applied CEO Expresses Optimism: "Customers Are Requesting Expanded Production Capacity"
Semiconductor equipment manufacturer Applied Materials released earnings guidance on the 13th (local time) that exceeded market expectations, but the market reaction was lukewarm. This is believed to …
Stocks
Expectations Soar for '4,200 Trillion'… Will Anthropic Become a Tesla-Level 'Blockbuster Stock'?
The Financial Times (FT) reported on the 13th (local time) that some investors expect AI company Anthropic to be valued at over $2 trillion (approximately 2,800 trillion won) if it proceeds with an in…
Stocks
SpaceX: Has a Short Squeeze Begun?… Short Sellers Wave the White Flag
As the stock price of U.S. aerospace company SpaceX surged on the 12th (local time), short sellers who had bet on a decline in the stock price quickly reduced their positions. According to data from f…
Stocks
A '260 Trillion' Jackpot in Just Half a Year… The Secret Behind the 'Nordic Whales' Who Made a Fortune in Stocks
The Norwegian Government Pension Fund Global, the world’s largest sovereign wealth fund, posted record profits for the first half of this year, driven by a rally in tech stocks. Profits for the first …
Stocks
Hormuz Negotiations Grow More Complicated… U.S. Stock Market and Oil Prices Also 'Take a Hit'
Hopes that the Strait of Hormuz would reopen were dashed in just half a day as the United States and Iran clashed over mutual demands for compensation. International oil prices surged again, and the N…