What SK Hynix's Latest Results Indicate for PC & Mobile Makers into 2025E, Including Apple
SK Hynix expects strong industry demand growth in 2024 and beyond, particularly due to AI expansion. AI mobile phones will be a future driver and...
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What to Expect In SK Hynix and Samsung Earnings Calls
How will the SK hynix earnings call on Jan 25 and the Samsung earnings call on Jan 31 play out? Certain indicators, spelled out in this insight,...
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ECM Weekly (21st Jan 2024) - Mixue, Amer, Medi Assist, IPO Pipeline, Yamae, Alchip, NHPC, ASMedia
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Novatek (3034.TT): Reserved IPhone 16 DDIC for 3Q24F Shipment; 1Q24F Outlook Bright.
Novatek has reserved DDIC for iPhone future shipment, with an expected increase in demand since 3Q24. However, there may be a slowdown in 2Q24 due...
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Aequitas 2024 Asia IPO Pipeline - US ADRs
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with US ADRs, after having looked at HK, India, Japan and Korea...
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