The authors are analysts of NH Investment & Securities. They can be reached at ys.jung@nhqv.com. -- Ed. Classification of hydrogen refueling stations (HRSs) by hydrogen supply methodBy hydrogen supply method, HRSs are classified as either off-site or on-site. Currently, off-site HRSs using by-produc
The authors are analysts of NH Investment & Securities. They can be reached at ys.jung@nhqv.com. -- Ed. Reducing carbon emissions becoming ever more importantWith implementation of the Paris Agreement starting on Jan 1 2021, a number of countries have started to reinforce renewable policies and anno
The author is an analyst of NH Investment & Securities. She can be reached at hzl.lee@nhqv.com. -- Ed. The expansion of global OTT companies into the Asian market is kicking off in earnest. After securing a firm foothold in western markets, leading global OTT player Netflix has now entered Asia, and
The authors are analysts of Shinhan Investment Corp. They can be reached at shawn1225@shinhan.com and jhwon@shinhan.com, respectively. – Ed. Domestic leader in wound care, rising presence in trouble carewhich went public in November 2020, is a leading wound dressing manufacturer in Korea. The compan
The author is an analyst of NH Investment & Securities. She can be reached at jiyoony@nhqv.com. -- Ed. In 2021, we anticipate earnings improvement across all divisions at Megastudy Edu, noting: 1) the increased penetration of online education at the elementary/middle school business; and 2) the robu
Hanwha Q CELLS, Hanwha Solutions’ solar solutions affiliate, has been recognized as a top solar energy brand for eight years in Europe and six consecutive years in Australia.Hanwha Q CELLS announced on March 24 that it has been selected as a "top solar brand" in the European and Australian markets b
William C. Hannas and James Mulvenon wrote in their book titled “Chinese Industrial Espionage: Technology Acquisition and Military Modernization” that the Chinese government was engaged in technological espionage for decades while supporting technology theft in the cyberspace.On March 3, Reuters rep
The authors are analysts of Shinhan Investment Corp. They can be reached at shawn1225@shinhan.com and jhwon@shinhan.com, respectively. – Ed. Domestic launch of EOPatch slated for end-March; CE marking expected within MayThe launch of EOPatch, which has been anticipated since the IPO of Eoflow, is im
The author is an analyst of NH Investment & Securities. He can be reached at midas.sohn@nhqv.com. -- Ed. We expect the penetration of AI machine vision to accelerate this year, as adoption of the technology is both becoming a trend and spreading into such arenas as auto/parts, apparel, aircraft, and
Samsung Electro-Mechanics announced on March 1 that it has developed an optical 10x zoom folded camera module and is supplying it to global smartphone companies. It is the first in Korea to realize folded optical 10x zoom in smartphone cameras. Optical zoom is a function that allows the camera to cl
U.S. President Joe Biden signed an executive order on Feb. 24 (local time) requiring a review of the global supply chains in four key industries -- electric vehicle batteries, semiconductors, rare-earth elements and pharmaceuticals. The review period is 100 days.Biden said that the solution to suppl
Global investment firm The Carlyle Group Inc. announced on Feb. 18 that the firm has agreed to invest US$200 million in Kakao Mobility, the largest Mobility-as-a-Service (MaaS) platform in South Korea. Equity for this transaction will come from Carlyle Asia Partners V.Launched in 2015 as a business
The author is an analyst of NH Investment & Securities. She can be reached at jy.lee@nhqv.com. -- Ed. Boasting high sales growth, strong customer loyalty, and bright business expansion potential, Coupang offers an attractive investment vehicle. And, its valuations are less demanding than those for p
The author is an analyst of NH Investment & Securities. They can be reached at jaemin.ahn@nhqv.com. -- Ed. With the possibility of an SKT spin-off increasing, we note that such event should be positive in helping to bring about proper value recognition for subsidiaries which have received strong inv
The author is an analyst of NH Investment & Securities. They can be reached at jaemin.ahn@nhqv.com. -- Ed. LG U+’s earnings growth is likely to slow slightly this year relative to the level seen in 2020, when wireless sales expansion and the incorporation of LG HelloVision results produced robust ea
The author is an analyst of NH Investment & Securities. He can be reached at j.ko@nhqv.com. -- Ed. With demand for rechargeable batteries to uptrend over the long term, we believe that Samsung SDI boasts strong earnings growth potential. Favorably viewing its robust business portfolio encompassing a
The author is an analyst of Shinhan Investment Corp. He can be reached at mj1224@shinhan.com. -- Ed. Rapid growth of ad business to help remove earnings concernsNAVER posted sales of KRW1.51tr (+28.3% YoY) and operating profit of KRW323.8bn (+17.6% YoY) for 4Q20. Backed by sharp growth of the ad bus
The author is an analyst of NH Investment & Securities. He can be reached at hyundong.lee@nhqv.com. -- Ed. KNJ is benefiting from ongoing localization of SiC focus rings (a market which has largely been dominated by its main rival). Now carrying out capacity expansion, KNJ is a supplier of products
SeAH Besteel announced on Jan. 27 that it has won an order from a Taiwanese client for about 5,000 tons of special steel to be used for producing the bolts and nuts for offshore wind turbines.Special steel used for offshore wind turbine fasteners are a high-value product with high entry barriers and
The authors are analysts of Shinhan Investment Corp. They can be reached at chank@shinhan.com and johnsoh@shinhan.com, respectively. -- Ed. Manufacturer of non-memory test probe pins and IC test socketsLEENO Industrial produces test pins/sockets for non-memory chips and parts for medical devices. Le