Is Samsung in Trouble or Just in Another Downcycle?
Samsung will need to really show that they are not falling behind in terms of technology leadership seems to be the focal point of the remainder of...
314 Views
GEM Weekly (29 Apr 2022): South Korean GDP; NetEase, Tencent Music, SK Hynix, Baidu, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
388 Views
ASMP (522.HK): 1Q22 Results and 2Q22 Forecast- A Warm up in 2022 and It Should Be Another Hike in 3Q
Revenue guidance was US$670 million to US$740 million, which was +5.8% YoY and +4.5% QoQ. Usually, the 1st quarter is the weakest. The booking...
587 Views
Semiconductor Revenues Remain Well Above Trend
Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.
521 Views
SK Square: NAV Post IPOs of SK Shieldus/OneStore and a Major Investment in ARM Holdings?
Our updated NAV valuation of SK Square suggests an implied price of 82,167 won per share, which represents a 46% upside from current levels.
303 Views