Emerging Market Funds: Top-Down Positioning and Fund Flows Update
Asia underweight funds LATAM overweight. Asia’s ‘big 4’, account for 64% of the average fund. MENA region suffers from a lack of ownership, Tech...
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Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
367 Views
SK Hynix. Making HBM While AI Shines
Q2'23 revenue + ~50% QoQ, bit growth ~35% for DRAM, ~50% for NAND. DDR5 & HBM drove DRAM QoQ +ve ASP growth. Still stormy weather ahead as...
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Weekly Wrap - 28 Jul 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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SK Hynix - Earnings Flash - Q2 FY 2023 Results - Lucror Analytics
SK Hynix has reported weak Q2/23 results as expected. While the Q2 results registered a recovery on account of an improvement in the memory...
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