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Semiconductors

Semiconductors
Insights on Semiconductor Supply Chain

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25 May 2024 00:53

Global MSCI Indexes at Multi-Year Highs; Global Energy Sector Deteriorating, Is Materials Next?

There are few things more bullish than Global MSCI Indexes at Multi-Year Highs $ACWI $ACWX $EFA $EEM; Buys in Tech $TSM; Global Energy Sector...

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24 May 2024 21:42

KOSPI200 June '24 Rebalance: Index Changes Released, 6 Additions & 6 Deletions

The KRX have released the index changes for the KOSPI200 June review. The index will be rebalanced in the closing auction on Thursday the 13th of...

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DMA
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24 May 2024 21:18

Unexpected Inclusion of Cosmo AM&T in KOSPI 200 Sparks Notable One-Day Flow Via KOSPI 200 IT

This post explores the one-day flow trading event in the KOSPI 200 IT Sector Index, stemming from Cosmo AM&T's unexpected inclusion in the KOSPI...

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bullishPi Industries
24 May 2024 18:56Broker

PI Industries Ltd - Strong Outlook...

Revenue share from new products was ~25% in FY24 and the management expects it to grow to ~30%-35% over the next three years, which will be margin...

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24 May 2024 16:13

Formosa Sumco Technology - Earnings, Returns, Financial Position, Worsening Dramatically

Company is seeing far lower net profit, with the just-announced quarter one of the worst on record in recent years. Debt is now a factor and SG&A...

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