CS Wind Stock: Accumulating the World’s #1 Into an OBBBA Cliff
I’ll be honest: CS Wind stock is a name my cursor hovered over more than once before I committed.
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Doosan Fuel Cell Stock: The Korean Bloom Energy Trade I Hold
Honest confession: when I first bought this, I bought a “hydrogen theme.” Years ago, when the hydrogen economy was…
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Hyosung Stock Trades at a Third of Its Stake Value
Two months ago, writing my SK Square journal, I looked at a 43.8% holdco discount and wrote “watch,” not “buy.” App…
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Hyosung Heavy Industries Stock: Buying the Rally Give-Back
The crowd spent the first week of July arguing about a number with twelve zeros.
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LS Electric Stock: A 100x Typo Cost It 15%, So I Started Buying
Two numbers: 2.38 trillion won and 23.8 billion won — roughly $1.55 billion versus $15 million.
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HD Hyundai Electric Stock: I Bought the 40% Correction
Three numbers, side by side. HD Hyundai Electric stock booked Q1 new orders of $1.797 billion — a quarterly record.…
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SK Square Stock: NAV Discount Back to 43.8%, Why I Wait
Last month I kept seeing the same headline: SK Square was rising faster than SK Hynix itself.
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Why HD Hyundai Marine Engine Stock Fell 45% as Profit Surged
Here is a stock where the income statement and the share price are telling opposite stories, and I find that hard t…
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Hanmi Semiconductor: The 71% TC Bonder Monopoly Starts to Crack
In an earlier journal entry I wrote about why I passed on SK Hynix even as it became Korea’s most valuable company.…
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Samsung Electronics Lost the Crown the Day It Posted a Record Profit
On June 22, the KOSPI scoreboard flipped for the first time in 25 years and 7 months.
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SK Hynix Hit No.1, Then Fell 12.5%: Why I Didn’t Chase
On June 22, 2026, something happened that had not happened in over 25 years: SK Hynix (000660.KS) overtook Samsung…
