Goldman Sachs Sell-side卖方

Asia Economics Analyst Korea – Tracking Corporate Cash and Financial market Flows

Sep 21, 202616 pages页

From the report报告摘录Semiconductor Cash Surge: Korean semiconductor firms to generate KRW150tn (4.9% GDP) net cash in 2026, rising to KRW300tn (9.3% GDP) in 2027, driven by 60% repatriation of foreign earnings (3% GDP in 2026 → 5.6% in…

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