Figuring Out the Intel/GLOBALFOUNDRIES Deal
Should Intel acquire GLOBALFOUNDRIES as has been rumored? While this would help Intel to achieve its stated goals more rapidly, those goals seem...
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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...
246 Views
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...
302 Views
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...
248 Views
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...
225 Views