Stronger DRAM Contract Might Offset the Spot Softness for Vendors; Valuation Tells Us One Thing
Summary Better than expected DRAM contract: Despite a likely single digit q/q decline on DRAM spot price to fall below US$3 in 2Q17, DDR3 4Gb DRAM...
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Western Digital Files Injunction in California Against Sale of Toshiba JVs
News reports are now indicating that the disagreements between Toshiba Corp (6502 JP) and Western Digital Corp (WDC US) have reached a new low with...
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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HYNIX SEMICONDUC (Strategy): Buy Above 56400, Target 62000
Bullish above 56400Preferred case:Bullish56400 support, rise expected to 62000.Key elements:Back to support and Moving Average(34) that supported...
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Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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