SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
323 Views
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, KOSDAQ150, Yuanta ETFs, MVA, MVW, SMH
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
563 Views
GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
427 Views
MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
623 Views
Hana Micron's Boost From Samsung/Nvidia Agreement
Hana appears expensive. On the surface. Yet forecast figures are impressive as Hana rides on Samsung's coatails. At a 6x and 4.7x FY24E and FY25E...
542 Views