A huge wave that began with Chinese e-commerce platform AliExpress is now on the horizon, making it to more difficult to predict the future of the Korean e-commerce market.While Korean e-commerce players are competing fiercely for survival, the United States, China, and other Asian countries have jo
The author is an analyst for NH Investment & Securities. He can be reached at sw.kang@nhqv.com -- Ed.The Fed's rate cut playbook emphasizes cuts sooner rather than later and further tightening. With this in mind, we anticipate bullish steepening of yield curves starting from 2Q24. The US and EU are
Hahn & Company has won a share transfer lawsuit against Namyang Dairy Chairman Hong Won-sik and the rest of the Namyang Dairy owner family, putting an end to a legal battle which took more than two years.On Jan. 4, the Second Division of Korea’s Supreme Court affirmed the original ruling in favor of
Chinese online retail giant AliExpress has emerged as the fastest-growing app in South Korea this year. According to WiseApp, an app and retail analytics service, AliExpress is the app that has had the most users in South Korea over the past year. AliExpress had only 3.36 million users in January, b
China’s Huawei took the wraps off a new laptop with a 5-nm application processor (AP). This came three months after the company unveiled a new smartphone with a 7-nm chip of its own development.According to sources in the information technology (IT) industry on Dec. 13, Huawei recently unveiled a ne
A technology that maintains high hydrogen production efficiency over a long period by leveraging semiconductor technology capable of implementing a three-dimensional network structure has been developed.On Sept. 25, the Korea Advanced Institute of Science and Technology (KAIST) announced that a join
The author is an analyst for Shinhan Securities. She can be reached at hpark@shinhan.com -- Ed.Strong top-line growth continuing in the domestic marketGamsung Corp sells Snow Peak brand apparel under its licensing agreement with the Japanese camping brand. The company's rapid growth in earnings has
The semiconductor battle between the United States and China is escalating. The U.S. has imposed sanctions on semiconductor exports to China, citing threats to national security, to which China responded by blocking exports of key semiconductor minerals. The U.S. is now considering restricting even
The author is an analyst of NH Investment & Securities. He can be reached at sw.kang@nhqv.com -- Ed.The financial authorities continue to point towards follow-up measures in response to the current banking issues. Depositors are unlikely to feel secure with promises of conditional safety. Money is m
The Korea Institute of Science and Technology (KIST) announced on Jan. 19 that its research team led by Dr. Ryu Seung-ho has developed a highly ion-conductive solid electrolyte by sulfide-based solid electrolyte optimization.These days, the use of lithium-ion batteries in electric vehicles is increa
WeMakePrice unveiled a new search screen on Dec. 13, saying it intends to evolve beyond social commerce into a meta-shopping platform. It plans to collect and analyze data on 700 million products (metadata) from 230,000 shopping malls with its own artificial intelligence (AI) technology to provide c
The author is an analyst of NH Investment & Securities. He can be reached at sw.kang@nhqv.com. -- Ed. Long-term US TB yields have plunged on Omicron variant worries coupled with the Fed’s hawkish tone. Until Omicron noise is resolved, TB yield movements will likely call to mind a late cycle. Neverth
The 23rd trial regarding Samsung Electronics vice chairman Lee Jae-yong’s involvement in the Samsung C&T-Cheil Industries merger took place at the Seoul Central District Court on Nov. 25.There, a witness testified that Goldman Sachs proposed to provide consulting for Samsung regarding its response t
Domestic consumer goods companies that have received investment from MBK Partners are drawing attention by making an impressive performance improvement. Analysts say that MBK Partners chairman Kim Byung-ju’s omnichannel strategy, which calls for strengthening online channels, is gradually paying off
The author is an analyst of NH Investment & Securities. He can be reached at sw.kang@nhqv.com. -- Ed. In 2011, Bernanke defended QE2, arguing that supply-side inflationary pressures were temporary and that consumption would slow in response to rising commodity prices. We believe that the current Fed
Ringle English Education Service Co. (Ringle), a member company of Born2Global Centre that provides 1:1 video English lessons with native-speaking tutors from prestigious U.S. and U.K. universities, has secured US$8.9 million in investments.The potential of Ringle, which is currently in the process
Online shopping mall Timon has attracted 305 billion won from investors, gaining momentum in its plan to have an IPO in the second half of 2021.Following Coupang's planned listing on the New York Stock Exchange (NYSE), Timon is expected to step up preparations for listing on the KOSDAQ. Competit
Korea Midland Power (KOMIPO)’s Seoul Power Headquarters, the world's first large-capacity underground power plant, was chosen for the “Construction Project of the Year” of the 2020 Global Energy Awards on Dec. 11, 2020.The accolade is a testimony to KOMIPO’s excellence in power generation facili
Coupang has thrown down the gauntlet to Netflix, the world’s leading content provider. The Korean e-commerce company announced on Dec. 24 that it will enter the over the top (OTT) market and provide content such as movies and dramas through the internet.Coupang released OTT Coupang Play as an additi
SsangYong Motor announced on Oct. 27 that foreign government agencies have recently selected its vehicles as official cars in recognition of their excellence.The company signed a contract with the Fire Safety and Civil Protection Directorate General of Bulgaria on Sept. 25 to supply command vehicles