Xiaomi Beats Apple to Become No. 2 in the Global Smartphone Market in 2Q2021
Xiaomi overtook Apple to become no. 2 in the smartphone market in 2Q and based on its 2Q21 shipments and assuming 1Q21 ASP remains same, Xiaomi's...
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SK Hynix: Leading DRAM IDM, Trading at Discount Multiples, in a Strong Demand Environment
In this insight, we take a closer look at SK Hynix, the 2nd largest DRAM IDM in the world and its potential for re-rating driven by a continuation...
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Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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KODEX Samsung Group ETF & Samsung C&T Stub's Harsh Discount
If we look at the trend of the price ratio of C&T versus Synthetic over the past two months, we can find something quite interesting in connection...
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May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
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