ENTITY
SK Hynix

SK Hynix (000660 KS)

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Analysis
Information TechnologySouth Korea
SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
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25 Jun 2018 15:56

3D NAND Oversupply Expected to Correct Itself By Year End?

3D NAND is the latest development in NAND flash after 2D NAND faced roadblocks from downsizing issues and current leakages. The transition to the...

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bearishSK Telecom
22 Jun 2018 16:44

Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios

I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...

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bullishMSCI ACWI Index
20 Jun 2018 04:20

Global Equity Strategy: ACWI and EM Testing Support

In our June International Strategy, we explore the following themes in detail:  Early-stage MSCI ACWI uptrend combined with constructive breadth...

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bullishZeus Co Ltd
17 Jun 2018 16:56

Zeus (079370 KS) "The Other Two Things to Keep an Eye On"

After company visit to Zeus Co Ltd (079370 KS), we feel the company offers three positives and three negatives, in our view.Positives: (1) Highly...

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