The KOSPI Selloff Wasn’t the Index — It Was the Leverage
About a month ago, when the KOSPI cleared 9,000, I did not think much of it.
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SK Hynix Nasdaq ADR: Why I’m Holding Into the Re-Rating
If you landed here by searching SK Hynix this week, you probably saw the drop first — the stock fell around 25% ove…
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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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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.
