Aequitas: SK Hynix ADR Listing - Now Looking to Raise up to US$30bn - Updates, Valuation, ADR Prem
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise up to US$30bn via an ADR listing. In this note, we talk about the...
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TWSE Short Interest Weekly (Jun 19th): Shin Kong Financial, Global Unichip, Yageo, LARGAN Precision
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Global Unichip, Yageo, Zhen...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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Taiwan Revenue Signals -- Memory Growth Stalls While AI Servers Remain Robust
​Memory prices stalled, PC pull-forward unwinding early, AI server demand remains strong but not boosting all sectors. We analyze the Taiwan AI...
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Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
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