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"$49 vs $199": the price war has begun. In February 2026, U.S. telehealth company Hims & Hers Health threw a punch that...
K-bio's ambition for a KRW 100 trillion global market: who is the real alternative? Market size: Korea's GLP-1 market takes off in earnest in 2025. Global GLP-1...
Recent news that Samsung Electronics is increasingly likely to supply its next-generation high-bandwidth memory, HBM4, to Nvidia is heating up the market. This is more than a simple parts supply deal...
Solid-state batteries are next-generation batteries that use a solid electrolyte instead of a liquid one, removing the fire risk of conventional lithium-ion batteries and raising energy density by more than 40%...
인공지능 산업의 폭발적인 성장으로 전력 부족이 현실화되면서 반도체를 넘어 전력 인프라 관련주가 주식 시장의 새로운 주도주로 떠오르고 있습니다. 일론 머스크와...
With the Semiconductor Special Act passed by the National Assembly, a new wind is blowing through Korea's chip industry. This law covers making the "semiconductors"* that go into every electronic device, from smartphones to AI...
삼성전자와 SK하이닉스가 2025년 사상 최대 실적을 발표하며 주주환원을 강화했습니다. 삼성전자는 1월 8일 4Q 매출 93조원, 영업이익 20조원(이익률 21.5%)을 기록했습니다. SK하이닉스는...
The KOSDAQ breaking 1,000 after the KOSPI hit 5,000 is not just a joint rally; it is closer to the start of a new experiment: "a growth-stock index nurtured by policy." 1. KOSDAQ...
코스피가 5,000을 돌파해 6,000을 논할 수 있는 구간에 들어선 것은, 단순한 기술적 랠리가 아니라 “트럼프의 관세 철회로 촉발된 글로벌 리스크...
As the KOSPI breaks above 4,800 to set new highs, the KOSDAQ is stuck around 900, and investor frustration is growing. But as the Lee Jae-myung government's pledge to boost the KOSDAQ gets fully underway...
Korean stocks, especially export-oriented companies, can act as a hedge through currency gains when the won is weak, and as an inflation hedge their pricing power...
최근 삼성전자를 향한 글로벌 투자업계의 시각이 유례없이 뜨겁습니다. 한동안 10만 원대 박스권에 갇혀 있던 목표주가가 최근 외국계 투자은행인 맥쿼리 증권을...
Look at the Korean stock market these days and unfamiliar terms pop up all at once: share buyback cancellations, Commercial Act amendments, separate taxation of dividend income. Each looks complicated on its own, but these...
삼성전자가 12만 원 선을 넘어선 데 이어 사상 최고가를 다시 한 번 경신했다.이제 시장의 질문은 더 이상 “12만전자가 가능할까”가 아니다.삼성전자의...
