ASML. Logic Strength Offsets Memory Weakness To Drive YoY Growth; EUV For DRAM A Major Tailwind
ASML last week reported earnings marginally ahead of expectations and delivered an upbeat outlook which reiterated the company's forecast for 2019...
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KOSPI Vs. Samsung Electronics at Different Stages of the Bond Yield Differentials
In this report, we compare KOSPI versus Samsung Electronics to examine their relative performance at different periods of bond yield differentials....
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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Nexon Sale: MBK Behind Scene Stories
MBK was one of the three leading horses in the Nexon sale race. It was the only FI in this group. You know this is MBK, the king of deals. It's...
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WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
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