Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

Hynix Earnings Recap - Oh, Oh - Is Everyone Running the Same Direction?

Taiwan Semiconductor (2330 TT, TSM): Samsung Is Serious About Stealing Share

Intel. Reality Bites As Margins Shrink On The Back Of Mix, 10nm Yields & Growing Competition

TSMC. Three Key Updates From A Remarkable Technology Symposium.

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<p>TSMC has been a significant outperformer versus Samsung Electronics.   How can TSMC continue this performance in the near future?   We take a look at their customer profiles as well what has been priced in and has not for the next few years. </p>

TSMC has been a significant outperformer versus Samsung Electronics.   How can TSMC continue this performance in the near future?   We take a look at their customer profiles as well what has been priced in and has not for the next few years. 

Taiwan Semiconductor (TSMC) - ADR (TSM US)

TSMC Vs. Samsung.  Where's the Net Add Upside?