Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

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Bloomberg Tech · Google’s Chip Push, SK Hynix’s $29 Billion Buyback · 19 Aug 2026 podcast

Into their shares in particular. voice-verified

Also, there's a mismatch in the valuations right now. voice-verified

The ADRs in the US trade at a at a higher multiple than the Korean shares. voice-verified

So effectively, what SK Heinex is doing here is they're they've sold uh shares at a higher multiple in the United States and they're buying back their lower cost shares uh in Korea. voice-verified

So they're they're taking advantage of this arbitrage trade, which I think we've talked on this show before. voice-verified

Individual investors are voice-verified

are not be not able to conduct that arbitrage because of some technical reasons there's a cap on what they can convert, but SK Heinrich is able to proceed with that. voice-verified

Yeah, that's exactly right. voice-verified

Yeah, Unit Tree Robotics is one of several humanoid robotics makers within China. voice-verified

Uh it is the first to go public, raise money from the public. voice-verified

Uh in the China markets, they tend to have these big first aid pops, but even by those standards, this is quite a big one, four hundred and sixty percent. voice-verified

Uh as you say, the market cap of the company now is around fifty billion dollars. voice-verified

It's a quite big company. voice-verified

This company was founded by uh 36-year-old voice-verified

Xing Sheng. voice-verified

He's become quite a celebrity within China, within the China tech circles in particular. voice-verified

He's sort of seen as one of the new generation of tech uh up and comers after Jack Maud Alibaba and Pony Ma at Tencent in particular. voice-verified

This is quite a strong debut for them. voice-verified

And the Chinese uh robotics companies are really gaining a lot of momentum at this point. voice-verified

You see a lot of state support for these companies. voice-verified

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