HD KSOE Stock: A $22 Billion Stake Inside a $17 Billion Company
I had two quote screens open side by side this morning. On the left, HD Hyundai Heavy Industries — Korea’s flagship…
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Hyundai Physical AI: Only One Contract Came With a Number
I spent Saturday afternoon opening the summit announcements one by one, and something started to bother me.
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KT&G Stock: The 9.5% Buyback Is Burned, Dividends Come Next
Domestic cigarette revenue fell 5.2%. Group operating profit rose 27.6%.
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LG Electronics Stock: A 56% Crash Into Record Earnings
Here is the question that pulled me back into this name: how does a company print its best second quarter ever and…
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Korea Data Center Power: Can 5GW Actually Get Built?
Contracted capacity on Korean grid-impact applications ran around 60MW before 2020.
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Samsung Fire Stock Fell 14% on Korea’s Crash Day: My Math
Samsung Fire stock lost more than 14% in a single session on July 20, and the first thing I opened was not the sell…
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Hyundai Glovis Stock: Robot Premium Gone, 8x Earnings Left
It must have been the second week of January. The clip of Atlas walking at CES kept landing in my group chats, two…
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Samsung Foundry Broadcom Deal: The 2nm Chips Aren’t AI Chips
All weekend the headline collapsed into one sentence: Samsung won $200 billion from Broadcom and is finally closing…
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Samsung SDS Stock: A $5 Billion Vault Behind the AI Headlines
Everyone has started calling Samsung SDS an AI data center play. The headlines this year read like a winning streak…
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ISU Petasys Stock: The Real Gate Is Capital Discipline
Let me put three numbers side by side. On the most recent annual basis, ISU Petasys stock is backed by operating pr…
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Korea AI Infrastructure Stocks After the $950 Billion Summit
I spent the weekend on one story. In San Francisco, at a venue called The Midway, Korean industrial groups and Amer…
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LG Innotek Stock Fell by Half: Why I’m Not Buying Yet
I had been watching this one from the sidelines for a long time. The market now files LG Innotek and Samsung Electr…
