In today’s briefing:
- Quiddity A/H Premium Weekly (15-Sep): Utilities, Insurance, China Mobile, BYD
- SK Telecom (017670 KS): Foreign Room & Passive Inflows
- Intel’s Data Centre Meltdown
Quiddity A/H Premium Weekly (15-Sep): Utilities, Insurance, China Mobile, BYD
- The Brand-Spanking New (6 weeks old) A-H Monitor has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning in pairs over time, etc.
- We used to do it and decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 41 Trade Recommendations.
- The last five weeks (since the instantiation of the new Monitor and Portfolio 6 weeks ago) have seen net portfolio performance of +0.50%, +1.35%, +0.14%, +0.47%, +0.15%.
SK Telecom (017670 KS): Foreign Room & Passive Inflows
- Foreign room in SK Telecom (017670 KS) increased above 15% in July and is currently just above 16%. Foreign investors have resumed buying again and foreign room is moving lower.
- Foreign room staying above 15% for another month could result in passive buying at the end of November. SK Telecom (017670 KS) has outperformed peers over the last few weeks.
- Foreign buying over the next month could lead to foreign room dropping below 15% in which case there will be no passive inflows. But the stock could be higher.
Intel’s Data Centre Meltdown
- Year to date, Intel’s data center revenues are down 28% YoY.
- By comparison, AMD’s year-to-date revenues are down just 6% YoY
- Why is AMD performing so much better than Intel in the data center and will their market share growth continue?
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