Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
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KRX Foreign Holding Weekly (Apr 12th): Samsung Electronics, Hyundai Motor, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Hyundai Motor, Sk Hynix.
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Nanya Technology Sees DRAM Industry Pricing Rising Through 2024E; But Is Underperforming Financially
Nanya Tech's gross margin rebound appears to be lagging Memory peers. DRAM pricing is expected to improve through 2024E, but its mostly due to...
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Memory Monitor: Nanya's Results to Provide Latest Color on DRAM Post Earthquake; Short Int Rising
Nanya Tech to report results -- Potential insight into DRAM outlook amid Micron's earthquake impact evaluation. We note increased short interest....
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GEMWeekly (5 Apr 2024): China, South Korea Macro; Xiaomi, TSMC, NIO, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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