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As of December 22, 2025 (market open), the stock is trading around the mid-60,000 KRW range (recent closes have fluctuated between 55,000–66,000 KRW in late 2025, with a 52-week high near 76,000 KRW earlier in the year). Overall, I view SNT Dynamics as a solid

I've tracked Eli Lilly (LLY) for quite a time—it's evolved from a steady pharma player into a blockbuster growth engine, fueled by its GLP-1 dominance in obesity and diabetes. As of December 19, 2025, LLY stands as a top conviction pick for long-term investors, especially

Korea at Year-End: How Global Capital Is Positioning Today’s Market Reality * As markets approach year-end, rates — not growth — remain the dominant driver of asset allocation. * U.S. Treasury yields have stabilized near recent lows, reinforcing expectations that the next major policy move is easing, not tightening. * Global investors are

The Market’s Core Question Today “The Fed has cut — now the market is asking what comes next.” As we move deeper into December, market focus has clearly shifted away from the rate cut itself and toward the path of policy beyond it. The debate is no longer about whether

The Market’s Core Question Today “The Fed has cut — now the market is asking what comes next.” As we move deeper into December, market focus has clearly shifted away from the rate cut itself and toward the path of policy beyond it. The debate is no longer about whether

I've dissected countless consumer plays like Samyang Foods—riding the K-food wave from its early export sparks in the 2010s to today's global Buldak mania. Happy to layer in the deeper cuts you requested: a refined financial snapshot pulling from the latest Q3 2025 numbers (fresh

UnitedHealth Group (UNH) multiple times to Korean clients as a core defensive holding, especially during volatile periods like late 2025 when the stock faced significant pressure from elevated medical costs and regulatory scrutiny. Here are the key reasons why UNH stands out as a compelling pick for Korean investors seeking

With the KOSPI blasting up 1.38% to 4,167 on Friday (December 12, 2025) amid Wall Street records and Broadcom's AI earnings beat reigniting semis, the index is up 66.5% YTD and eyeing Macquarie's 6,000 call for 2026 on 48% EPS growth. But

One-Line Market Take Post-FOMC, crypto markets remain strong but disciplined. BTC and ETH are stable, SOL leads among altcoins, and the market favors selectivity over speculation. Market Positioning Snapshot CategoryStatusMarket StructureLarge-cap ledVolatilityLow (no leverage excess)LiquiditySpot-driven, gradually improvingAltcoinsStrong differentiationStrategy BiasManage · Select · Scale 1. Macro & Liquidity — “Supportive, Not Euphoric” Following

Today’s Market Reality * Today’s market is fundamentally about rates, not growth. * Global investors are increasingly comfortable with a soft-landing scenario across the U.S. and Europe, while inflation continues to ease. * This environment favors markets with global earnings exposure rather than domestic-demand-driven stories — a key positive for Korea.

1. FOMC Cuts Rates by 25bps — Exactly the Signal the Market Wanted Early this morning (U.S. December 10 evening), the Federal Reserve delivered a 0.25% rate cut, marking the third consecutive reduction. The policy rate now sits at 3.50–3.75%, signaling a supportive environment for liquidity

1. Market Overview Crypto markets begin the second week of December with stable price action and strong interest-rate expectationssupporting risk assets. Last Friday’s weaker-than-expected U.S. NFP strengthened the market’s view that the Federal Reserve may begin easing in early 2026, boosting sentiment across Bitcoin and major altcoins.

Hello! Building on your previous insights about Bitcoin dominance (BTC.D) breaking down and the ETH/BTC ratio surpassing 0.03—a classic pre-alt season signal from past cycles like 2017 and 2021—this update confirms that capital rotation from BTC to ETH is underway. This setup historically precedes ETH-led