The Financial Services Commission (FSC) has decided to improve regulations related to industrial-financial capital separation. The purpose is to better reflect today’s trends such as digital finance and big blur while maintaining the framework of the scheme introduced 40 years ago for financial stab
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com. -- Ed. LG Corp is expected to strengthen its business portfolio, using its net cash holdings of W1.6tn for M&As and CVC establishment. Also, its dividend income should rise, leading to a steady increa
As Samsung Electronics Chairman Lee Jae-yong’s declaration of a new Samsung vision is imminent, stock analysts are putting forward various scenarios regarding Samsung Group's governance reform. Some experts even suggest that Lee may push for a group holding company by spinning off Samsung Electr
Samsung Electronics announced on Oct. 27 that it will work with POSCO to localize xenon (Xe) gas, a core material for semiconductor production.Xenon gas is one of the rare gases essential to production of high-tech semiconductors such as 3D V-NAND flashes. Since it exists in a tiny amount in the air
Hyundai E&C has recently obtained Green Certification from the Ministry of Environment for its technology to restore decommissioned nuclear power plant sites.Green Certification is a national certification system certifying a green technology or a promising green project to support green investment
The author is an analyst of NH Investment & Securities. He can be reached at jooyh@nhqv.com. -- Ed. HDS has announced split-off plans. The move appears aimed at securing expertise by individual business and strengthening management rights. From the perspective of existing HDS shareholders, DPR shoul
The author is an analyst of NH Investment & Securities. He can be reached at pk.park@nhqv.co. -- Ed. China’s dental implant price guidelines state the necessity of separation between service and consumables prices. Consumables represent 10~20% of dental implant procedure prices. At VBP bidding, a ma
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com. -- Ed. We expect LG Corp to strengthen its business portfolio through M&As and CVC, using W1.7tn in net cash holdings. DPS should continue to rise thanks to increased dividend income. The stock is cur
SK IE Technology (SKIET) announced on Aug. 5 that executives of VinES, an electric vehicle (EV) battery subsidiary of Vingroup, Vietnam's largest conglomerate, visited SKIET headquarters in Seoul and its plant in Jeungpyeong, North Chungcheong Province, on July 26.The VinES executives included p
The demonstration and dummy satellites on Korea Space Launch Vehicle-II (KSLV-II) were successfully put into orbit at the second attempt on June 21. South Korea has become the seventh country in the world that is capable of launching an application satellite with a weight of at least 1 ton on a spac
Amazon Web Services (AWS) announced on June 13 that Samsung SDS, LG CNS and SK Shieldus are its security competency partners for last year, that is, satisfied the highest level of security requirements in AWS last year.At its media briefing on June 13, AWS also stressed the importance of the joint r
British Ambassador to South Korea Colin Crooks revealed candid details of his life in North Korea while addressing students and parents at Dulwich College Seoul (DCSL) on June 9.Amb. Crooks spoke at the latest Dulwich Talk, a TED-style talk series, as he visited the pre-K-12 international school’s c
The Institute for Basic Science (IBS) has developed a porous gold nanoelectrode-based biosensor for immediate disease diagnosis based on blood and urine. The institute succeeded in diagnosing prostate cancer with the biosensor that covers infectious diseases as well as cancers.A urine or blood biosa
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com. -- Ed. The LG–LX separation has concluded. Moving ahead, we expect LG Corp’s business portfolio to strengthen through M&As and CVC establishment, backed by its net cash of W1.8tn. DPS is set to rise f
The Presidential Transition Committee is considering organizing a new bureau in the Ministry of Trade, Industry and Energy to be in charge of overseas nuclear power plant construction. The committee is planning to come up with a detailed plan through discussions with the Ministry of the Interior and
A shock wave caused by Russia’s invasion of Ukraine is spreading across the Korean economy. In particular, Korea’s three major industries -- semiconductors, petrochemicals, and automobiles -- are vulnerable to shocks from the invasion.The Korean semiconductor industry has to act quickly as it depend
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com. -- Ed. With the equity swaps of major shareholders (the last step in the LG-LX separation) essentially wrapped up, overhang concerns related to LG Corp have faded. We expect LG Corp’s business portfol
The author is an analyst of NH Investment & Securities. He can be reached at jooyh@nhqv.com. -- Ed. Led by robust department store earnings, Shinsegae enjoyed its highest-ever quarterly OP in 4Q21. With the firm offering the strongest growth momentum among reopening plays, we advise loading up on it
Samsung Electronics is expected to introduce a foldable laptop soon, following the success of foldable smartphones.According to the World Intellectual Property Organization (WIPO) on Jan. 16, Samsung Electronics filed an application for a patent for “a multi-foldable electronic device” on Jan. 13.Th
Coway Co. unveiled its latest environmental home appliance innovations at the Consumer Electronics Show (CES) 2022 on Jan. 5.The company exhibited its latest innovations in mattresses, water purifiers, air purifiers, and bidets.To engage with more people worldwide, Coway is featuring exhibited produ