GEMWeekly (26 Jul 2024): PBOC Cuts Rates; South Korea, Thailand Macro; Kakao, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
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Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
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Nanya Technology: Latest Results & Guidance Make 2024E Consensus Hard to Achieve; Underperform
Continued net loss in 2Q24, with marginal gross margin improvement. Server demand strong, but PC and mobile flat. Street may need to lower 2024E...
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Kokusai Electric Placement - US$1.7bn Selldown for a Good Quality Name
KKR & Co (KKR US) and KSP Kokusai Investments are looking to raise approximately US$1.7bn selling approximately 52.5m shares of Kokusai Electric...
324 Views