The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and hyon@shinhan.com, respectively. – Ed. Awaiting momentum call to follow valuation callSemiconductor stocks tend to rise on valuation call when there are no more negatives and on momentum call when there
A survey has found that Hyundai Motor Co. is the No. 1 brand that is searched on Google with “incorrect spellings.” Although the number of searches is increasing due to the increased brand interest in Hyundai Motor, many foreigners searched for the Korean automaker with an incorrect spelling due to
The author is an analyst of KB Securities. He can be reached at joonsop.analyst@kbfg.com. -- Ed. Post-spinoff relisting scheduled for Nov 29 based on 5:1 stock split— Shares of SKT (existing entity) and SK Square (new entity) will relist/list on Nov 29.— SKT has consolidated subsidiaries such as tel
Netflix reiterated on Nov. 25 its stance against paying network usage fees to internet service providers (ISPs). Netflix is having a legal battle with SK Broadband with regard to the Korean ISP’s demand that it pay network usage fees.Rep. Kim Sang-hee, deputy speaker of the National Assembly and a m
The author is an analyst of NH Investment & Securities. He can be reached at jinmyung.choi@nhqv.com. -- Ed. In line with the ongoing expansion of the defense budget, the defense industry should achieve 10%-or-higher domestic market growth. Also boding well are both the recent start of a recovery in
The author is a freelance journalist and Google News PR specialist. She can be reached at virginia.sagal.media@gmail.com. -- Ed. The South Korean government, led by liberal President Moon Jae-in, announced in July 2021 a new K-Deal that looks to invest more than 160 trillion won ($138 billion) in di
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. The Internet world is ever rapidly changing. New concepts such as the metaverse, virtual reality (VR), augmented reality (AR), blockchain, and non-fungible tokens (NFTs) have surfaced as major th
The author is an analyst of NH Investment & Securities. He can be reached at junsup@nhqv.com. -- Ed. In 2022, major financial groups are forecast to deliver further record high earnings following 2021. Helped by rising benchmark rates and market interest rates, NIM is set to improve. Although househ
The author is a strategist of NH Investment & Securities. He can be reached at lawrence.kim@nhqv.com. -- Ed. We now wish that our daily lives will finally go back to normal, imagining that soon we will be able to travel freely just like a few years ago. We also wish that countries will no longer fig
The author is an analyst of NH Investment & Securities. She can be reached at mj27@nhqv.com. -- Ed. In the domestic cosmetics market, concerns over intensifying competition and consumption slump in China are mounting. Jitters related to China stem from the resurgence of Covid-19, a real estate marke
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. With its acquisition of HCN now completed, SkyLife’s pay-TV subscriber numbers and earnings are primed to grow. Moving ahead, the M&A should drive up SkyLife’s EV by boosting the competitiveness
Global OTT platforms are showing an increasing interest in South Korean content producers after the Squid Game became popular worldwide.According to industry sources, Netflix is planning to invest 550 billion won, up 65 percent from a year ago, in content production in South Korea this year. The com
The authors are analysts of Shinhan Investment Corp. They can be reached at sh.kim@shinhan.com and mintz95@shinhan.com, respectively. -- Ed. Rising popularity among teens (Mini Bank) and users in their 40s-50sKakaoBank saw the number of users subscribing to its Mini Bank services, targeting teens ag
LG Electronics announced on Nov. 1 that it has supplied its next-generation infotainment systems for Renault Group’s new electric vehicle model Megan E-Tech.In September, LG Electronics and Renault unveiled a next-generation infotainment system, which was jointly developed by the two firms, at the I
The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. Despite government regulations (including in Korea, the US, and China), consumer needs will likely continue to be the main determinant of growth for the platform industry—alongside the sustaining
The substructure work for container terminal construction in Stage 1-2 of the Incheon New Port development plan is on track after being launched in May this year. The new container terminal, when completed, will boost Incheon New Port’s capacity to handle containers to five million TEUs in 2030.Inch
Samsung Electronics held the Samsung Developer Conference 2021 online on Oct. 26 (U.S. local time). The Korean tech giant announced that it will strengthen platforms such as Bixby (artificial intelligence platform), SmartThings (the internet of things), and Knox (security platform) to improve connec
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. Launch events for new XR devices that will enable the next-generation metaverse are scheduled for October. Global IT companies are expected to release new products in earnest from 2022, which shou
Many employees of LINA Life Insurance Co. of Korea feel betrayed as Cigna Group of the United States has decided to sell the Korean life insurance company to Chubb Group of the United States.LINA employees continue to post complaints on Blind, an anonymous internet community website for salaried wor
The Ministry of Oceans and Fisheries came up with a roadmap on Oct. 14 on the development and commercialization of self-navigating ships.The roadmap is divided into three scenarios, reflecting the classification of self-navigating ships of the International Maritime Organization. According to the sc