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.
KOSPI surged 4.93% on July 3 as Samsung Electronics and SK Hynix rebounded on Meta AI demand reversal. Market breadth remains narrow — key levels ahead.
KOSPI fell 9% in five days on a foreign chip exodus; Korea Kolmar hits 4 screeners and Gigavis 3 as the quality re-rating framework stays selective. Jul 2.
Samsung Electro-Mechanics jumps 7% as DRAM contract prices rise and SK Hynix signs an uncapped long-term deal. A deep dive into Korea's chip flow split.