Samsung Electro-Mechanics at 174x Earnings: MLCC Upcycle Outlook
Up 756% in the first half of the year. Down roughly a third in five trading sessions.
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Why SK Hynix Fell 25% After Its Record Nasdaq Listing
On Friday I did something I almost never do — I sat and watched an opening bell.
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Why Samsung SDI Rose 9% on an ESS Win After Six Straight Losses
On July 13, Samsung SDI stock jumped 9.21% in a single Seoul session, and I did something I do more often than I’d…
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HD Hyundai Heavy Industries Shipbuilding Outlook After a 32% Drop
The spreadsheet I reopened last week had nothing to do with HD Hyundai Heavy Industries stock at first.
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KEPCO (KEP) Stock at 2.5x Earnings: Tariffs Set the Price
Anyone typing KEPCO stock into a screener sees two numbers that shouldn’t coexist: a price-to-earnings ratio of abo…
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Hyundai Mobis Posts Record Profit Yet Trades at 0.85x Book Value
The first time I looked hard at Hyundai Mobis stock, a few years back, I filed it away as a “group parts window” th…
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Samsung Life Down 39%: Holding Discount, CSM and Capital
Three numbers on the Samsung Life stock page don’t sit together comfortably. A market cap around $42B (₩63T).
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Hana Financial Buyback Outlook: How the Won Sets the Budget
On July 16, Hana Financial stock touched 142,500 won — about $94 at the roughly ₩1,520-per-dollar rate tracked by T…
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Samsung C&T Holding Discount: Stakes Worth Twice Its Market Cap
When three numbers on one ticker point in different directions, I stop and look harder.
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Shinhan Financial Buybacks vs. the $660M Lotte Insurance Deal
On Monday I read a Korean scoop — Money Today, one of Korea’s financial dailies — reporting that Shinhan Financial…
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Why Samyang Foods Fell a Third From Its Peak on a Record Quarter
Samyang Foods stock topped out near 1.67 million won (about $1,120) last summer and now trades around 1.07 million…
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Korean Patriotic Stocks Rally: The Delisting Rule Behind It
A company that makes imitation crab sticks just hit its daily price ceiling two sessions in a row.
