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52 pages

Samsung Electronics

Korea Foreign-Investor Playbook: KOSPI 168, KOSDAQ 355 and the MSCI DM Optionality

SK Hynix vs Micron: HBM Technology Premium or U.S. Listing Premium?

Samsung vs SK Hynix Forward P/E Inversion: Is the HBM Premium a New Normal?

AI Infrastructure Multiple Map: Why Samsung Electronics Looks Cheap and Samsung Electro-Mechanics Looks Expensive

Did Samsung Signal a Memory Supercycle Through 2028? Reframing the DS Stock-Bonus Buyback

KOSPI Foreign Ownership Is High, But Samsung and SK Hynix Are at 2026 Lows

Korea Foreign Investor Flows: 95% of the 2026 Net Selling Came From Samsung Electronics and SK hynix

Why Korea Part 5: Korea’s Stock Market Is Now Near Global No. 6 — Buy Signal or Warning Light?

After NVIDIA, the AI Semiconductor Bottleneck Is Data Movement, HBM, FC-BGA and Power Integrity

National Growth Fund and KOSDAQ Smart Money: Where the ₩150T Policy Capital Actually Flows