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First call on the ledger
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Where they stand
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Cindy Park (Nomura head of Korea equity research) says the July deleveraging was a reset, not a change in fundamentals; KOSPI remains positive on the AI data-center theme and is broadening to financials, defense, autos and healthcare.
So fundamentals for Cosby has not changed. It remains quite positive, driven mainly by the AI data center theme.
Cindy Park (Nomura) expects Samsung and SK Hynix buybacks of about 120 trillion won this year and 270 trillion won next year, offsetting foreign selling and structurally supporting KOSPI.
which should amount to about $120 trillion this year, moving on to $270 trillion next year.
Cindy Park (Nomura) says Chinese memory competition (CXMT) is not a near-term risk to Samsung and SK Hynix because memory is in shortage.
So at this point, we don't think that that's a near-term risk, moreover, because the supply for memory is in shortage right now.
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