The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Wemade’s 3Q23 bottom line should show a turn to the black on a royalties contract for Mir 2 & 3 in China. We anticipate solid future OP, forseeing annual W100bn in additional royalty income over t
Over the past month, it has been observed that 92 percent of the top 50 stocks with high short-selling turnover experienced declines in their share prices. This percentage is notably higher than the 84 percent of declining stocks in the overall Korean stock market, including the KOSPI and KOSDAQ. Th
Samsung Electronics has confirmed naming its 5th generation HBM3E product “Shinebolt.” As Samsung speeds up the development and marketing of HBM3E, it is expected to closely trail the leader in this sector, SK hynix.According to industry sources on Oct. 17, Samsung Electronics is sending Shinebolt p
The rapid growth of Compute Express Link (CXL) – emerging as the next-generation DRAM standard – is capturing the semiconductor industry’s attention. Both Samsung Electronics and SK hynix view CXL as a game-changing technology for the next-gen memory market, the next step after High Bandwidth Memory
Samsung Electronics and LG Electronics are pumping up their efforts to promote their gaming monitors among gamers of the e-sports League of Legends (LoL) scene.LoL is the world’s most popular game with nearly 200 million monthly active users. There are continental leagues such as League of Legends C
ONDA, a South Korean hospitality technology company, is participating in Dubai’s largest startup and investor event to mark its entry into the Middle East hospitality technology market.ONDA (CEO Hyun-seok Oh) announced its participation in ‘Expand North Star 2023’ from October 15th to 18th at the Du
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Following on from a narrowed operating loss in 3Q23, we expect Netmarble to turn to profit in both 4Q23 and 2024. Earnings should recover on the launch of a number of new global titles and Chinese
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Although initial results for Lies of P were disappointing, sales volume seems steady. Attention should also be paid to new titles coming out in 2024. Recently, the share price has fallen excessive
Samsung Electronics has unveiled its Galaxy smartphone's AP (Application Processor) 'Exynos' after nearly two years.On the 5th (local time), Samsung Electronics held the 'Samsung System LSI Tech Day 2023' at Silicon Valley at its North American headquarters (DSA). Over 300 representatives from clien
Flitto, a global integrated language platform and AI data solution provider, announced on the 26th that it has opened an event for Arabic-speaking users following the renewal of its “Flitto Arcade” service.Flitto Arcade is a game-like platform where Flitto’s users can earn various rewards by engagin
After an absence of 1 year and 9 months, Samsung Electronics’ proprietary mobile application processor (AP), Exynos, is set to return. Following last year’s controversy over the Game Optimization Service of the Galaxy S22, Samsung had been exclusively using Qualcomm’s Snapdragon 8 2nd generation in
The operating profit of South Korea’s top 100 companies in the first half of this year showed a significant deterioration compared to the top 100 companies in the United States. In particular, for the two largest companies by market capitalization in both countries, Apple and Samsung Electronics, wh
According to industry sources and foreign media reports on Sept. 25, Apple’s newest smartphone, the iPhone 15 Pro, has become embroiled in controversy due to excessive overheating of its mobile chip, the A17 Pro. This chip marks the debut of TSMC’s large-scale 3-nm production.Recently, a Chinese use
Hanwha Ocean has revealed its intention to secure global defense solutions with an ultra-wide gap through large-scale investment.Hanwha Ocean opened its Siheung R&D Center located in Siheung, Gyeonggi Province, Korea to media outlets on Sept. 18, according to related industry sources. This marked th
'ABSOLUT GROUND MIX WITH STICKY MONSTER LAB', a brand Pop-up store of ABSOLUT, a premium vodka representing Pernod Ricard Korea Co., Ltd. (Hereinafter referred to as 'Pernod Ricard Korea'), has accumulated 10,000 visitors in 23 days since its opening. It was announced on the Sep. 15th that 10,000 pe
The foundry (semiconductor outsourcing) industry leader, Taiwan’s TSMC, has stoked competition in the upcoming 2 nanometer (nm) ultra-fine process technology by acquiring a stake in a global extreme ultraviolet (EUV) photomask manufacturing company.According to industry sources and foreign media on
In the mobile application processor (AP) market, Samsung Electronics has succeeded in making a rebound in market share in the first quarter.Samsung ranked fifth with a seven percent share in the global mobile AP market in the second quarter of this year, according to market research firm Counterpoin
Hanwha Aerospace is set to showcase its extensive range of defence technologies at DSEI 2023 to be held from 12nd-15th September at ExCel, London.Hanwha Aerospace will unveil its K9A2 Self-Propelled Howitzer (SPH) platform fitted with the Composite Rubber Track (CRT) developed by Soucy Defense, a ke
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Compared with April, Hong Kong and Singapore investors’ outlook toward the Internet sector has improved considerably. We anticipate AI-related momentum and earnings recovery at Internet firms. In
Of the 1.75 million foreigners living in South Korea in 2022, two out of 10 faced discrimination at shops, restaurants, banks, and workplaces, according to a survey by Statistics Korea.Statistics Korea’s Statistics Research Institute released the results of its analysis on “Foreign Residents’ Lives