DRAM, NAND Prices Are NOT Going To Collapse To Cost. Here's Why.
Samsung Electronics, SK Hynix and Micron latest earnings reports all have one thing in common- they were all record quarters. This comes in spite...
664 Views
Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
287 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
1.1k Views
Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
We recently downgraded the Korean telecom operators as they have been among the best performing telcos globally in the last few months (at least...
427 Views
BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
419 Views