SK Hynix:Ā Attractive at Current Level
Multiple news article mentioned SK Hynix' weak Q4 2018 numbers due to the slowdown in the smartphone markets but the fact remains that: smartphone...
550 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
549 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, DenserĀ has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.7k Views
Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact thatĀ some 50%...
627 Views
BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD termsā¢ NIKKEI/MXAP: Long term...
167 Views