Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Morgan Stanley's Hynix Bashing May Lead to SKT Boosting
This is getting really interesting. Yesterday (Aug 6), SK Hynix Inc (000660 KS) took a brutal bashing from Morgan Stanley, and the price fell...
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Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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APTC IPO Preview (Part 2): Bankers' Valuation Appear Too Optimistic
The institutional book building for the APTC Co Ltd (089970 KS) IPO starts on August 7th and we expect a mixed demand among the institutional...
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