likeadeer

K-Market Strategy Report

Business EN ↓ 34 episodes

Strategic Insights from a Local Perspective likeadeerr.substack.com

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likeadeer

Episodes

ep34. The KOSDAQ Purge: The Birth of the "Premium Segment" and the 50% Semiconductor Shift 23.06.2026 19:39

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ep33. The 26-Year Throne Falls: SK Hynix Overtakes Samsung, and the Micron Watershed 22.06.2026 18:54

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ep32.Beyond the $36K Ceiling: 10.03.2026 21:12

Beyond the $36K Ceiling: Korea’s $110B Strategic Gamble and the New ‘National Growth ISA’ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep31.The Seoul-Brasília Nexus: Securing Rare Earths and Space Frontiers in a Tariff-Heavy World(Potcast) 24.02.2026 20:11

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ep30.KOSPI 5,900(Potcast) 23.02.2026 22:08

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ep29.The Great Re-rating: Why KOSPI 5,500 is Just the Beginning 13.02.2026 16:43

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ep28. The "Zero-Labor" Shipyard: Why Korea's Labor Crisis is a Buy Signal for Tech-Shipbuilders(Potcast) 12.02.2026 15:29

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ep27.K-Food 2.0: From "Viral Trend" to "Earnings Reality"(Potcast) 11.02.2026 15:02

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ep26.The Great Filter: Why Korea’s 2026 Regulatory Pivot is a "Buy" Signal(Potcast) 10.02.2026 14:43

The Great Filter: Why Korea’s 2026 Regulatory Pivot is a “Buy” Signal This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep25.The Great Korean Asset Reallocation: (Potcast) 09.02.2026 15:51

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ep24. The Great Wall of Brussels vs. The Fire of Buldak: (Potcast) 06.02.2026 14:30

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ep23. The Great Rotation: (Potcast) 05.02.2026 19:38

The Great Rotation: From “Apps” to “AX” – Korea’s 10 Trillion Won Startup Reset This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep22. The $800/kWh Paradigm: (Potcast) 03.02.2026 15:50

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ep21. KOSPI’s Dip is a Gift(Potcast) 02.02.2026 18:21

KOSPI’s Dip is a Gift: Why Value-Up 2.0 Makes 6,000 the New Reality This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep20.The 300 Trillion Won Unlock(Potcast) 30.01.2026 15:08

The 300 Trillion Won Unlock: Korea’s STO Market Officially Opens This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep.19 The 60 Trillion KRW 'Package Deal'(Potcast) 29.01.2026 15:34

The 60 Trillion KRW 'Package Deal' – Why Korea is the New Standard for Defense Exports This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep18. The Robotic Spine of K-Defense(Potcast) 28.01.2026 16:29

The Robotic Spine of K-Defense: Why Automation is the New Security Frontie r This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep17. The Moon Shot(Potcast) 28.01.2026 15:53

The Moon Shot: How the $24B Artemis Budget Ignited Korea’s "Trillion-Won" Space Er a This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep16. KOSDAQ Sidecar Alert(Potcast) 26.01.2026 15:21

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ep.15 Chasing 5,000(Potcast) 23.01.2026 5:42

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ep14. The Arctic Pivot(Potcast) 22.01.2026 4:25

The Arctic Pivot: Why the "Frozen Silk Road" is K-Shipbuilding's Next Super-Cycl e This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep13. The Greenland Gambit(Potcast) 21.01.2026 4:58

The Greenland Gambit: Why Seoul is the Hidden Winner of the US-EU Trade W ar This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

ep12. The Great Repatriation(Potcast) 20.01.2026 5:08

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ep11. The Arctic Pivot(Potcast) 19.01.2026 5:04

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ep10. The 2nm Wall(Potcast) 16.01.2026 13:32

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