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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TWSE Foreign Holding Weekly (May 15th): TSMC, Hon Hai Precision, Asustek Computer, Wiwynn
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Asustek Computer,...
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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...
282 Views
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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