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%...
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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...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¢ NIKKEI/MXAP: Long...
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Mediatek - Target 400 (+25%)
(a=c) projection at 300, indicating the end of the 4th wave correction.Close to 55 week MA on which the stock reacted off in then pastWeekly Rsi at...
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āPeak Smartphoneā Thesis Goes Mainstream, as EM Disappoints Bullsā¦
TSMCās weak guidance last week and Q2 shipment downgrades for Apple reflect the āpeak smartphoneā underweight stance on the Asian supply chain...
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