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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Demand for AI Chips Might Cut Huawei's Smartphone Semiconductor Short
US AI accelerator and wafer equipment restrictions are widening the US/China AI compute gap. Expect Huawei to curtail smartphone IC in favor of AI...
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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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Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
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ECM Weekly (22nd July 2024) - Kokusai, Honda, ASICS, ZIP, Invincible, Hyundai, Premier, Timee, Sanil
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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