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Nanya Technology (2408 TT)
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185
Analysis
Information Technology
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Taiwan
Nanya Technology Corp. manufactures and markets dynamic random access memories (DRAMs). The Company sells its products in Taiwan and exports worldwide.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 May 2023 12:28
Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world. Mediatek a potential future winnner...
Vincent Fernando, CFA
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266 Views
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bullish
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Oil & Natural Gas Corp
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23 May 2023 00:16
EM Strategy: MSCI EM Financials & Energy Improving-Overweight; Overweights: Taiwan, India, Mexico
MSCI EM Financials & Energy Improving -- Upgrading to Overweight; MSCI EM Technology remains an Overweight. Top Country Overweights: Taiwan, India,...
Vermilion Research
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211 Views
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bearish
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Micron Technology
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29 Apr 2023 01:28
Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track Chip Recovery
SK Hynix's inventory metrics worsened while Micron appears to be managing inventory better than peers. We see more evidence of a 'two-track...
Vincent Fernando, CFA
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410 Views
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bearish
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Thematic (Sector/Industry)
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28 Apr 2023 14:44
Samsung. When Your Cash Cow Turns Into Your Achilles Heel.
Q1’23 operating profits of 0.64 trillion won, the lowest since Q1'09. Strong S23 sales saved the day. Outlook is for more of the same, albeit the...
William Keating
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354 Views
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bearish
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Thematic (Sector/Industry)
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27 Apr 2023 12:49
SK Hynix Calls Time On The Memory Downturn
SK Hynix reported a Q1'23 net loss of ~ US$1.9 billion. Q1'23 pegged as the trough. Recovery may be nigh, but macro outlook has actually worsened....
William Keating
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309 Views
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