A detailed investment memo on SK Square as a listed AI and semiconductor capital allocator built around SK Hynix equity value, NAV discount compression and the option value of future SK Hynix cash dividends.
A detailed look at SK Gas's LNG cold-energy option for AI data-center cooling, separating confirmed technical logic from still-unproven PUE, capex, payback and earnings attribution.
A Korean listed-equity map of AI data-center power demand across backup generation, fuel cells and distributed power, ESS and UPS, power conversion and transformers, cables and bus ducts, cooling and EPC.
VinaTech should be read less as a generic supercapacitor-cell maker and more as a possible transient-power buffer supplier inside Bloom Energy's SOFC-powered AI data-center systems. The key is not the KRW 41.2B contract alone, but whether it becomes repeat standard content with visible margins.
A follow-up analysis of SK Hynix's planned SKHY ADR, focusing on how the ADR may transmit into the KRX-listed 000660 common shares, ADR-common-share arbitrage, U.S. price discovery and Korea's single-stock leveraged ETF plumbing.
A detailed comparison of SK Gas and SK Oceanplant after SK Group's AI data-center investment plan, focusing on Ulsan GPS, LNG/LPG infrastructure, offshore-wind foundations, valuation, flow and entry discipline.
A detailed read-through of SK Hynix's SEC F-1/A and F-6 filings: the planned SKHY ADR, the ADS ratio, maximum new-share authorization, Yongin Fab 1, Cheongju P&T7, HBM, Custom HBM and eSSD.
A detailed FADU 2Q26 preview built from 1Q financials, 2Q supply-contract disclosures, amended delivery terms, local consensus and price data. The base case is KRW 70.5B revenue and KRW 11.8B operating profit: above consensus, but a moderate beat rather than a major surprise.