SK Hynix Short Zone with Option for SEC Long Pair
SK Hynix (000660 KS) has done very well from our buy in level at 78k but the current upleg is looking overdone with ideal topside projection just...
336 Views
Recent Long Short on Samsung/Hynix & KOSPI 200,,, & 30% KOSPI 200 Cap
Samsung Elec has made a great run lately, and so did Hynix. Then, we have to ask ourselves this question. Was it a part of a rerating on entire...
267 Views
Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
378 Views
Korea - Semco and Hynix Rising, FILA Korea Falling
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 10 January...
378 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
448 Views