GEMWeekly (19 Apr 2024): China Macro Data; Baidu, TSMC, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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KRX Short Interest Weekly (Apr 12th): HMM, LG Electronics
We analyzed KRX short interest report for the past week. We estimate the short interests were USD6.7bn and highlighted short interest changes in...
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Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
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Market Chats About What Really Went Down with HPSP This Morning
Maekyung's report on HPSP (403870 KS) still signals Crescendo PE's potential stake sale despite the company's outright denial, with timing...
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
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