IFS Comeback: Apple, Qualcomm, and Tesla Validating Intel’s Packaging Advantage
Intel's packaging-first strategy is gaining traction, with a potential for winning foundry share with early 18A traction, EMIB adoption, and...
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SYNNEX (THAILAND) Plc. (SYNEX): Profit In Line With Our Estimate But 10% Below Concensus
SYNEX posted 3Q25 revenue of Bt12.1bn (+13% YoY, +4% QoQ). 9M25 core profit reached 82% of our full-year Bt603mn forecast (+18% YoY).
348 Views
KTX Tactical DR Picks - November 12, 2025 (Eng.)
We recommend selling MITSU19 with a holding-period return of +1.95%, and adding PINGAN80 in its place.The KTX DR Tactical Picks portfolio gained...
117 Views
KTX Tactical DR Picks - November 11, 2025 (Eng.)
he KTX DR Tactical Picks portfolio rose 0.51% from the previous day, supported by improved sentiment following easing concerns over the US...
109 Views
CHINA'S AI COMMODITIZATION: Can Global AI Valuations Survive?
Chinese AI model downloads have surpassed those of the U.S. putting at risk the valuations of the large hyperscalers in the U.S.
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