Tresviri Korea

Dawon Systems (다원시스) has secured Phase 1 clinical trial approval for its Boron Neutron Capture Therapy (BNCT) cancer treatment, igniting fierce debate among Korean market watchers. The approval — which came after the company’s preclinical trials demonstrated complete cancer cell remission — has sent ripples through KOSDAQ’s biotech sector and left investors asking one fundamental … Read more

Korea’s population decline is no longer a distant warning — it’s an unfolding structural reality that is already reshaping labor markets, asset prices, and long-term growth trajectories. Three of our analysts sat down to debate what Korea’s demographic crisis actually means for investors, policymakers, and the economy’s future. The conversation got heated fast. The Macro … Read more

K-Bank’s long-awaited IPO is back on the table, and it arrives at a peculiar moment for Korean financial markets — one defined by a surging KOSPI, a global AI-driven liquidity wave, and growing foreign investor interest in Korean equities. But does the digital banking sector’s headline appeal mask some uncomfortable fundamentals? We gathered our three … Read more

Korea’s capital markets are at an inflection point. A wave of structural reforms — targeting holding company discounts, treasury stock cancellation, and merger valuation fairness — has injected fresh optimism into a market long haunted by the “Korea Discount.” But is this reform cycle genuinely transformative, or just another round of policy theater? We put … Read more

The Korean financial landscape has rarely felt more unsettling to those paying close attention. While headline indices and export figures paint a picture of resilience, a quieter conversation is happening among serious market watchers: are the structural conditions underlying Korea’s current inflation environment uncomfortably similar to the leverage-fueled fragility that preceded the 2008 subprime crisis? … Read more

The AI investment supercycle is entering a new, more complicated phase — one where blowout cloud earnings coexist with trillion-dollar capital raises, and where chip stocks like AMD and Qualcomm are surging even as software firms scramble to justify their valuations. We brought together our three analysts to untangle what Alphabet’s cloud surprise, AMD and … Read more

KIOXIA’s June 2026 investor day dropped some bold claims about NAND market sustainability, and the data is generating serious debate among Korea-focused analysts. With demand projected to outpace supply through end-2027 and operating margins holding at historically elevated levels, the pure-play NAND bellwether is essentially telling investors this isn’t your father’s memory cycle. We asked … Read more

The global AI infrastructure buildout has ignited one of the most consequential semiconductor capital expenditure cycles in history, and Korean chipmakers sit squarely at the center of it. With SK Hynix racing toward a U.S. listing to raise roughly $34 billion, KOSPI breaking 8,000 for the first time, and Big Tech committing to spending that … Read more

The AI-driven memory supercycle is no longer a forecast — it’s a financial reality reshaping the global semiconductor landscape. SK Hynix and Micron have both posted earnings that would have seemed like science fiction just two years ago, but beneath the headline numbers lies a more complex story about competitive positioning, HBM dominance, and what … Read more

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