CatalystFixed Income

Hoosik Min on Korea's reforms:

- Treasury stock must now be canceled within 12mo

What changed

Hoosik Min on Korea's reforms: - Treasury stock must now be canceled within 12mo - Accelerating share buybacks - Shareholder activism is now ramping up - HBM should raise memory margins - Korea bio-tech mkt share is rising - K-Culture another tailwind https://t.co/MrSkyZLGuc — via @MikeFritzell

Why it matters

Multiple catalysts: treasury stock cancellation deadline, rising buybacks, activism, HBM margins, bio-tech, and K-cultur

Sources

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