The author is an analyst of NH Investment & Securities. He can be reached at midas.sohn@nhqv.com. -- Ed. The smart grid business and defense business take up a respective 60% and 25% of Vitzro Cell’s total sales. The firm should continue to display stable earnings growth, backed by efforts to increa
The authors are analysts of NH Investment & Securities. They can be reached at minjae.lee@nhqv.com, ys.jung@njqv.com and midas.sohn@nhqv.com, respectively. – Ed. Domestic ESS market in slump following series of accidental ESS-related firesThe domestic ESS market enjoyed a rapid expansion in both 201
The authors are analysts of NH Investment & Securities. They can be reached at minjae.lee@nhqv.com, ys.jung@njqv.com and midas.sohn@nhqv.com, respectively. – Ed. Will apartment complexes be able to achieve the RE100 target of sourcing 100% renewable electricity? To satisfy our curiosity, we checked
The authors are analysts of NH Investment & Securities. They can be reached at minjae.lee@nhqv.com, ys.jung@njqv.com and midas.sohn@nhqv.com, respectively. – Ed. In Korea, monthly electricity consumption for a four-person household averages 350kWh (electricity bill of W50,000/month). Household power
The authors are analysts of NH Investment & Securities. They can be reached at minjae.lee@nhqv.com, ys.jung@njqv.com and midas.sohn@nhqv.com, respectively. – Ed.Duck curve issue in CaliforniaIn 2013, a California Independent System Operator (CAISO) report predicted that due to the rising penetration
The authors are analysts of NH Investment & Securities. They can be reached at minjae.lee@nhqv.com, ys.jung@njqv.com and midas.sohn@nhqv.com, respectively. – Ed. Tesla engaged in VPP project in South AustraliaA virtual power plant (VPP) is a distributed power plant that aggregates the capacities of
The authors are analysts of NH Investment & Securities. They can be reached at mj27@nhqv.com, jack.baek@nhqv.com and kyeongkeun.kang@nhqv.com, respectively. – Ed. Future: Smart factoriesWe believe that the introduction of smart factories represents the future direction for the domestic F&B industry.
The authors are analysts of NH Investment & Securities. They can be reached at mj27@nhqv.com, jack.baek@nhqv.com and kyeongkeun.kang@nhqv.com, respectively. – Ed. Present: Introduction of process automationAmidst ongoing social structural changes, including shrinking working-age population numbers a
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. LGI shares have performed sluggish of late, weighed upon by: 1) the possibility of new competitors entering the camera module market; and 2) unit price cuts for camera modules. However, its shares
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. We maintain our Neutral stance towards the display industry. With the penetration of China-made LCD panels to continue increasing across all applic
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. In 2020, despite Covid-19, global 5G smartphone sales are to reach 250mn (1,329% y-y). With robust growth momentum sustaining in 2021, global sales
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. Handset/IT Parts: PositiveFacing tougher US sanctions, Huawei will be hard-pressed to procure smartphone parts—starting to appear are worst case sc
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We expect SEMCO’s 3Q20 earnings to show solid growth at all divisions with figures exceeding the market projections. In particular, volume growth and margins expansion following MLCC industry norm
The Ministry of Trade, Industry and Energy held a meeting on Aug. 14 and finalized measures to support the joint R&D and overseas market penetration of companies to be housed in the Korea-Germany Technological Cooperation Center.The center is located in North Rhine-Westphalia, Germany and run by the
The author is an analyst of NH Investment & Securities. She can be reached at jy.lee@nhqv.com. -- Ed. Negatives from increasing online penetration rate exceed benefits from competitors’ store closuresEmart’s 2Q20 results fell short of consensus due to restrictions on the use of emergency support fun
Although Korea's information communication technology (ICT) infrastructure is one of the best in the world, a recent report points out that Korean ICT services market is dominated by foreign companies.The report says that Korea's advanced ICT infrastructure provides a good playground for for
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. We raise our TP on SEMCO in light of: 1) earnings expansion on improved MLCC industry conditions; and 2) the firm’s competitive edge in next-gen camera modules. We maintain a positive view towards
The authors are analysts of NH Investment & Securities. They can be reached at ys.hwang@nhqv.com. -- Ed. In 2019, global GHG emissions totaled at 55.3GtCO2e (Gt = 1bn tons; CO2e- carbon dioxide equivalent, a metric measure used to compare the emissions from various greenhouse gases on the basis of t
KB Kookmin Bank will become the largest shareholder of Indonesia's Bank Bukopin by boosting its stake to a maximum 67 percent.KB Kookmin Bank announced on July 20 that it has decided to acquire an additional stake in Indonesia's Bank Bukopin. The price of the shares will be set at the lowest
The authors are analysts of NH Investment & Securities. They can be reached at jaemin.ahn@nhqv.com and hyundong.lee@nhqv.com, respectively. -- Ed. Acceleration in 5G investment to boost 5G integration in multiple industriesThe Digital New Deal also includes a plan to strengthen the so-called DNA (da