Company
South Korean securities brokerage, formerly eBest Investment & Securities and owned by LS Group, offering equity brokerage, investment banking and research.
SeAH Besteel's U.S. unit will start commercial production at its $110 million Texas superalloy plant in the first half of next year. It is betting that engine makers stuck in year-long queues at incumbent suppliers will qualify a newcomer, though no SpaceX order for the plant has been confirmed.
Reality
Korea's KOSDAQ rose 4.24% this month through Oct. 11 while the KOSPI fell 3.1%, Korea Exchange figures show. Seoul Economic Daily reported that the buying is concentrated in chip materials and equipment suppliers, so anyone buying the small-cap index is holding a narrow bet on chip spending.
Reality
The two chipmakers turned down a request to pay five years of power bills upfront, leaving the grid buildout to bonds KEPCO sold at 4.00% to 4.41% last month, with its statutory issuance ceiling tightening at the end of 2027.
Reality
LS Securities kept its buy on SK hynix while removing 900,000 won of target price, on a view that next year's HBM operating margin lands nearer 60% than 80% now that Samsung can mass-produce the fourth generation.
Reality
Operating profit rose 53% to 316.8 billion won while revenue shrank, so the entire gain is margin. The 1.2 trillion won of net cash it leaves behind is what pays for the plant and data centre work DL E&C has not yet won.
Reality