FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?
There have been major sanctions by the US on China's semiconductor sector recently. We compare this move to the US government putting a trade...
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PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
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Taiwan Tech Weekly: Hon Hai Tech Day Today, Apple Drops China Supplier; Shows Severity of New Rules
Major Hon Hai EV developments could be unveiled today. Also, Apple's dropping of a key China supplier shows how international players may want to...
358 Views
GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
359 Views
Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence
Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.
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