Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
We recently downgraded the Korean telecom operators as they have been among the best performing telcos globally in the last few months (at least...
427 Views
BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
419 Views
US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
642 Views
SK Hynix Met Our Short to Long Reverse Target
SK Hynix Inc (000660 KS) short from 85k met our base case support target at 64-65k for a short gain of 30%. See insight SK Hynix Press on Uptrend...
442 Views
FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
412 Views