Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
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Toshiba Memory Deal Map - Deal on the 13th?
The last few days have seen a flurry of possible deals for Toshiba Corp (6502 JP)'s Toshiba Memory Corp unit proposed and re-proposed. Two...
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Korea (Underweight): Business as Usual Between the Government and the Chaebol (Part 3 of 6)
Main Conclusions The won is no longer so overbought following the strong performance during Q1 which took the REER to within 5% of its all-time...
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Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
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Toshiba Memory Corp Sales: WD/KKR In, Bain/Hynix Out?
What's new?According to Reuters news yesterday, a consortium led by Western Digital Corp (WDC US) is close to an agreement to buy Toshiba Corp...
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