Abaco, a Korean equipment company, has a potential solution to a key bottleneck in the manufacturing of next-generation glass substrates. Its advanced laser equipment is designed to address the challenges of creating Through-Glass Vias (TGV), a critical step. As the industry moves towards glass substrates for advanced packaging, companies that solve key manufacturing hurdles like Abaco could see significant demand.
Foreign tourist spending in Korea is surging because the weak won makes luxury goods cheaper for overseas visitors. Shinsegae Department Store's flagship location saw foreign card payments jump 98% YoY in Q1. The structural shift from a purely domestic retail story to a tourism beneficiary is re-rating department store stocks; Shinsegae's share price has already doubled but the uptrend remains intact with no signs of peaking.