Passive Flow Trading Opportunities Emerge from L&F's Transition to KOSPI Listing
This post delves into passive flow trading opportunities arising from L&F's transition to KOSPI listing, slated for completion later this December.
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SK Hynix Call Bad News for WDC
Kioxia announced a second quarter of growth, but that growth is mainly from DRAM. That's good news for DRAM makers (Samsung and Micron) and bad...
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Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
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TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
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Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers
SK Hynix is reportedly working closely with Mediatek to integrate some of its most advanced memory in Mediatek's flagship Dimensity chips. Mediatek...
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