BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Micron's Latest Earnings Reaffirms A Healthy Memory Market Environment Heading into 2018
Micron Technology Inc (MU US) is unique in that its earnings calendar is out of sync with the rest of its peers and consequently their earnings...
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Toshiba (6502) - China Anti-Trust Concerns Over Hynix Involvement in TMC Sale
According to Bloomberg, China anti-trust officials are said to be concerned about the role SK Hynix (000660 KS) will play in the sale of Toshiba's...
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