Category: Today’s Brief
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● Delisting-Deserving Companies The Impact of Improved Corporate Governance and Capital Flow on Our Economy 1. Scarcity and Efficient Allocation of Capital Capital is a scarce resource essential for companies to grow or create new businesses. Currently, Korean companies feel like they have ‘constipation’ because capital is not being used effectively. Improving corporate governance…
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● POSCO, Undervalued, Buy-Now Price Prospects for POSCO’s Transition from Steel to Secondary Battery Business and Analysis of Domestic Stock Investment Attractiveness [Past: Steel Business and POSCO’s Position] POSCO Holdings has focused on the steel industry for decades. It possessed long-standing know-how and a stable steel sales base. Based on its experience and market…
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● Musk’s Doge, Government Clash, Political Ambitions Revealed Elon Musk’s Political Involvement and Government Reform Efforts: Tesla and Changes in American Society 1. Tesla CEO’s Political Voice and Incident Occurrence Recent political actions taken by Elon Musk are having a significant impact on American society and the economy. Unexpected violent incidents, such as shootings…
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● Musk Unfiltered Elon Musk Interview: Tesla’s Autonomous Driving and Innovative Future Prospects 1. Tesla’s Unsupervised Full Self-Driving Release (Scheduled for June) Tesla is scheduled to release unsupervised full self-driving in June, a few months from now. Unlike vehicles currently operated by drivers, this technology allows cars to drive themselves, navigating public roads safely…
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● Divorce-Bound: Avoid These Mistakes The Power of Questioning: Hidden Truths of Economy and Relationships 1. The Moment You Question, Change Begins The habit of asking questions is the first step in unraveling the complexities of the global economy. Just like uncertain market conditions or unexpected changes in financial policy, it’s important to find…
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● Trump’s Business Diplomacy: Can the Russia-Ukraine War End? Comprehensive Summary of Key Points to Watch: The Direction of the War and Changes in the Global Economic Order 1. The Progression of the War and the Reorganization of the International Order The war has been ongoing for three years, and Russia is actually in…
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● Nvidia, Trump – Ban! Nvidia Chip Changes in the Recent AI Revolution and Their Impact on the Global Economy 1. H100 Product and Market Status H100 is the most sold standard product. There is high interest in the Chinese market, but it is currently restricted by U.S. policy. This situation needs to be…
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● Trump’s True Intentions-Unpredictable Moves Economic Outlook: Summary of Trump’s Policies and the U.S. Manufacturing Revival Strategy 1. The Big Picture of Trump’s Policies Aiming for the recovery of U.S. manufacturing and the establishment of an independent value chain. Goal is to build a Domestic Value Chain (DVC) within the U.S., completing the entire…
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● AI Chip Hurdle-China China’s Mountain to Overcome: NVIDIA and Building a Technological Ecosystem 1. NVIDIA’s Technological Moat and Economic Advantage It is noteworthy that NVIDIA has not only created excellent chips, but has also built a powerful software ecosystem that can utilize those chips. By using NVIDIA chips, various simulation and robot development…
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● “Beware When Washington Says ‘Don’t Worry’” Detailed Analysis of Global Economic Outlook and Successful Investment Strategies 1. Long-Term Rise of the U.S. Stock Market and Risk of Overvaluation The U.S. market has been steadily rising since 2008, but beneath the surface, there is a mix of excessive valuation and overheating. Despite messages of…