Samsung C&T Valuation: Ground Zero of the Korea Value-up Reform
For decades, Samsung C&T was the textbook example of why foreign investors distrusted Korean conglomerates: a sprawling holding structure, priceless […]
Macro
Market strategy and macro trends โ the Value-up Program, FX, foreign flows, and where the KOSPI is headed.
Korea’s Chip Supercycle: Samsung, SK Hynix & the AI Memory Boom
SK Hynix’s record-breaking Nasdaq debut didn’t happen in a vacuum. It sits on top of a bigger story: a memory
SK Hynix’s $26.5B Nasdaq Debut: Why the World’s Memory King Chose Wall Street
On July 10, 2026, a Korean chipmaker did something no foreign company had ever done: it raised more money in