Koreans spent more than 104.4 billion minutes on YouTube in October, according to a survey.WiseApp-Retail Goods, a company that analyzes mobile applications and retail, announced on Nov. 15 that it surveyed Korean smartphone users on their YouTube usage time. The survey was conducted among 51.2 mill
The author is an analyst for NH Investment & Securities. He can be reached at jiyoony@nhqv.com -- Ed.In 3Q23, Youngone’s OEM division sales slowed down first time in 10 quarters. Given the industry-outpacing OEM sales clip over the past 2 years, short-term negative effects are inevitable. But, given
The author is an analyst for NH Investment & Securities. He can be reached at ys.jung@nhqv.com -- Ed.Over 2021~2023, Korean shipbuilders have landed target-beating new orders. With sufficient order backlogs under their belt, they have raised newbuilding prices to reflect higher costs, and accordingl
The author is an analyst for NH Investment & Securities. He can be reached at ys.jung@nhqv.com -- Ed.The transportation industry enjoyed a market boom during the pandemic era, but with trade volume growth slowing and supply growth accelerating, supply burden has increased, bringing down tariffs. The
Consumer dissatisfaction with Dyson, a British brand that prides itself on being a “premium home appliance” maker, has significantly increased this year.According to a Korea-based consumer group on Nov. 15, complaints related to Dyson filed with the “1372 Consumer Counseling Center” reached 864 case
Facing a slowdown in electric vehicle demand, South Korea’s battery industry has begun reducing staff at its overseas plants. This move appears to be in response to lowered operation rates, following the revision of electrification plans by automakers, which has delayed battery shipments.LG Energy S
President Yoon Seok-yeol has announced a prohibition on short selling until fundamental reform measures are established.During his address at the Cabinet meeting held at the Blue House in Yongsan on Nov. 14, President Yoon Seok-yeol stated, “To prevent further damage, we will prohibit short selling
In anticipation of the scheduled launch of a bitcoin spot exchange-traded fund (ETF) early next year, institutional investors have been actively engaging in trading, according to recent analysis.Korbit Research Center under the domestic cryptocurrency exchange Korbit revealed this information throug
SK on is actively tapping the year-end financial market to secure investment funds for its battery ventures. Following its debut in the public offering corporate bond market earlier this year, the company is now actively utilizing the short-term corporate paper (CP) market for fundraising.According
As orders for tankers increase in the global shipbuilding market, South Korean shipbuilders are being watched closely as they leverage their eco-friendly technological capabilities to expand their global influence, competing against China, which emphasizes quick delivery and lower prices.According t
Researchers in South Korea have confirmed the mechanism of deterioration occurring inside the anodes of solid-state batteries and have demonstrated the possibility of stable operation of these batteries in a low-pressure environment.The Korea Institute of Science and Technology (KIST) announced on N
The shipbuilding industry, grappling with chronic labor shortages, is seeing signs of stabilization in its operations as the government has deployed over 14,000 personnel this year. However, concerns about technology leakage and employment uncertainty are rising, as 86% of these new recruits are for
The Korean business community has been strongly opposing the Yellow Envelope Bill (an amendment to Article 2-3 of the Trade Union Act), saying it will disrupt Korea’s labor relations and industrial ecosystems. But the majority Democratic Party passed the bill in a plenary session of the National Ass
The Financial Services Commission (FSC) has announced that it will also explore the possibility of prohibiting short selling by market makers and liquidity providers, a move seemingly influenced by the resistance from some individual investors. There are concerns that trading difficulties and price
The author is an analyst for NH Investment & Securities. He can be reached at ys.jung@nhqv.com -- Ed.International passenger traffic climbed 11% m-m in October on the back of holiday season effects, with demand arriving strong for all routes except China. Air cargo volume also strengthened. However,
The automotive industry, which grappled with severe “new car delivery crises” last year due to a shortage of vehicle semiconductor supply, is now facing concerns of semiconductor inventory surplus, according to some analysis. A sluggish demand for electric vehicles is also identified as a contributi
FILA announced on Nov. 9 the launch of its 2023 winter season Milano Down Collection with global brand ambassador and actress Han So-hee, who features in the collection’s global campaign video released on the same day.The Milano Down Collection of jackets and outerwear by FILA has been incredibly su
The author is an analyst for NH Investment & Securities. She can be reached at yd.yoon@nhqv.com -- Ed.Kiwoom recently announced that it will reflect provisions of W433.3bn for Youngpoong Paper receivables in 4Q23, putting the issue to rest. Recently, stock market trading has become active again. A d
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Due to slowing demand in downstream industries and continued inventory adjustments in distribution channels, PI AMC’s 2H23 earnings are likely to miss our estimates. However, considering already hi
The growth of electric vehicles (EVs) changing the paradigm of the global automobile market has come to an abrupt halt. As a result, carmakers are showing mixed moves.General Motors (GM), Ford and Volkswagen, as well as the world’s No. 1 EV maker Tesla, have postponed or canceled their investment pl