India's foreign flows have changed direction, not yet regime
Foreign equity buying has returned to India, but mixed debt flows, global sensitivity and a short sample leave the structural case unproven.
K4invest / Latest news
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Samsung's record payout still has two board decisions ahead
Samsung can return 90-110 trillion won in 2026, but the range is still conditional and the mix of dividends, cancellations and employee shares will determine per-share value.
Marvell's Google warrant makes revenue arrive before dilution
Google can earn most of its Marvell warrant only through qualifying purchases, turning the option into a measurable test of custom-silicon revenue.
SK Hynix's buyback cancels shares, not the memory cycle
A 40 trillion won buy-and-cancel plan improves the share count, but factory spending and HBM cash flows still determine its value.
Retail value now reaches from shelf price to fulfillment cost
Price still matters, but durable retail value also depends on product, convenience, inventory, and the economics of serving each basket.
Apple's memory constraint makes product mix the margin lever
Apple has more inventory and record product demand, yet warns supply constraints will worsen. The missing link is the component mix inside each device.
Meta's AI build has reached the cash-conversion test
Meta's advertising engine accelerated in Q2, yet infrastructure absorbed almost all operating cash. The next test is measurable returns, not another capacity promise.
SK hynix's 76% margin made scarcity the next earnings risk
Record profit confirmed the AI-memory shortage, but the Korean selloff shows investors now need proof that contracts, capex and HBM execution can preserve it.
Apple's $5 trillion milestone rests on price and a shrinking share count
Apple's record valuation is price multiplied by outstanding shares; buybacks move the denominator, while future cash flow must support the market's repricing.
Tiffany strengthens LVMH's mix without replacing its profit engine
Jewelry is LVMH's fastest-growing division and its profit is rising, but segment disclosure cannot yet prove Tiffany's standalone acquisition return.
GE HealthCare's early Q2 numbers solve only half the earnings equation
The revenue preview supports demand and guidance, but investors still need segment margins, orders, cash conversion, and a clean finance handoff.
Carrefour's earnings lift came from the cost line, not pricing power
Carrefour's 4% operating-income gain masks a four-basis-point margin move, making cost durability and second-half cash conversion the decisive tests.