Tresviri Korea

NAND Flash’s Next Act: eSSD Demand, Cycle Timing, and What It Means for Korean Memory Investors

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The NAND flash memory cycle is entering a phase that has analysts deeply divided — not about whether demand is real, but about how long the good times last, who captures the value, and whether today’s exuberance is pricing in risks that haven’t shown up yet. We brought together our three Korea Perspectives analysts to … Read more

KOSPI 5000 Was Just the Beginning — But Is Korea’s Rally Built on Sand?

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The KOSPI hitting 5,000 points felt like a generational milestone for Korean equity investors — a market once mockingly dubbed “Boxpi” for its years of sideways trading had finally broken free. And then it kept going. With the index now trading above 9,000 and Samsung Electronics plus its preferred shares crossing a combined market cap … Read more

Surviving the KOSPI Storm: Three Analysts Debate Bear Market Strategy and the Battered Korean Retail Investor

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Korea’s stock market has been one of the most volatile battlegrounds for investors in recent memory, with the KOSPI at times shedding nearly 10% in a single session while global peers absorbed far milder blows. As retail investors wrestle with mounting losses and a crisis of confidence, three of our analysts sit down to debate … Read more

Korea’s Short-Selling Ban Petition: Market Rescue or Regulatory Trap? Three Analysts Debate

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Korea’s stock market has been at the center of a heated structural debate, with retail investors pushing for an extended or permanent short-selling ban even as foreign capital flows and global macro pressures continue to batter the KOSPI. We asked three of our regular analysts to weigh in on whether restricting short-selling is the right … Read more