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  • LS Electric Stock: A 100x Typo Cost It 15%, So I Started Buying
    Equity Journal

    LS Electric Stock: A 100x Typo Cost It 15%, So I Started Buying

    ByEquity July 5, 2026September 17, 2026

    Two numbers: 2.38 trillion won and 23.8 billion won — roughly $1.55 billion versus $15 million.

    Read More LS Electric Stock: A 100x Typo Cost It 15%, So I Started Buying

  • HD Hyundai Electric Stock: I Bought the 40% Correction
    Equity Journal

    HD Hyundai Electric Stock: I Bought the 40% Correction

    ByEquity July 2, 2026September 17, 2026

    Three numbers, side by side. HD Hyundai Electric stock booked Q1 new orders of $1.797 billion — a quarterly record.…

    Read More HD Hyundai Electric Stock: I Bought the 40% Correction

  • SK Square Stock: NAV Discount Back to 43.8% — Why I Wait
    Equity Journal

    SK Square Stock: NAV Discount Back to 43.8%, Why I Wait

    ByEquity July 2, 2026September 23, 2026

    Last month I kept seeing the same headline: SK Square was rising faster than SK Hynix itself.

    Read More SK Square Stock: NAV Discount Back to 43.8%, Why I Wait

  • Why HD Hyundai Marine Engine Stock Fell 45% as Profit Surged
    Equity Journal

    Why HD Hyundai Marine Engine Stock Fell 45% as Profit Surged

    ByEquity July 2, 2026September 17, 2026

    Here is a stock where the income statement and the share price are telling opposite stories, and I find that hard t…

    Read More Why HD Hyundai Marine Engine Stock Fell 45% as Profit Surged

  • Samsung Electronics Lost the Crown the Day It Posted a Record Profit
    Equity Journal

    Samsung Electronics Lost the Crown the Day It Posted a Record Profit

    ByEquity July 2, 2026September 20, 2026

    On June 22, the KOSPI scoreboard flipped for the first time in 25 years and 7 months.

    Read More Samsung Electronics Lost the Crown the Day It Posted a Record Profit

  • Hanmi Semiconductor: The 71% TC Bonder Monopoly Starts to Crack
    Equity Journal

    Hanmi Semiconductor: The 71% TC Bonder Monopoly Starts to Crack

    ByEquity July 2, 2026August 20, 2026

    In an earlier journal entry I wrote about why I passed on SK Hynix even as it became Korea’s most valuable company.…

    Read More Hanmi Semiconductor: The 71% TC Bonder Monopoly Starts to Crack

  • SK Hynix Hit No.1, Then Fell 12.5% — Why I Didn't Chase
    Equity Journal

    SK Hynix Hit No.1, Then Fell 12.5%: Why I Didn’t Chase

    ByEquity July 2, 2026September 20, 2026

    On June 22, 2026, something happened that had not happened in over 25 years: SK Hynix (000660.KS) overtook Samsung…

    Read More SK Hynix Hit No.1, Then Fell 12.5%: Why I Didn’t Chase

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