SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Weekly Wrap - 08 Sep 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
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Hana Micron: Semiconductor Chips Packaging Company With Solid Fundamentals and FOMO Trading
We do not believe Hana Micron's valuations are attractive right now. Rather than chasing after its shares, we would rather wait for its shares to...
524 Views
Hana Micron's Boost From Samsung/Nvidia Agreement
Hana appears expensive. On the surface. Yet forecast figures are impressive as Hana rides on Samsung's coatails. At a 6x and 4.7x FY24E and FY25E...
523 Views