Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
462 Views
Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
350 Views
GlobalFoundries Q1'23 Revenue $1.84 Billion, -12% QoQ, -5% YoY. Q2'23 Flat QoQ
Q1’23 revenues of $1.84 billion, -12% QoQ and - 5% YoY, within guidance. On track for >50% wafer capacity growth 2021 to 2024. Muted CY'23 outlook...
308 Views
Novatek: Volume Production of VR Driving Strongest Segment; AR/VR Finally Going Mass Market in 2023?
Apple could be quietly preparing for mass production of AR/VR headset ahead of announcement at June's WWDC. Combined with Novatek's comments, could...
299 Views
GEM Weekly (5 May 2023): China, South Korea, Indonesia Macro; SK Hynix, Samsung Electronics
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
353 Views