Letters by company

Hyundai Mobis Co.,Ltd

1 letter discussing 012330. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Growth and Income Fund added Swire Pacific and ALS Limited, exited Alibaba, and sold most gains in Samsung Electronics and Hyundai Mobis to reduce South Korea and AI exposure. The managers argue that AI-linked equities form an acute bubble, while diversified emerging-market earnings outside technology remain supportive. second quarter 2026 012330 $24BBABA $262BCPBLF $7.6B