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SK Hynix (000660 KS)
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Analysis
Information Technology
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South Korea
SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
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bullish
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Cross Asset Strategy
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30 Nov 2022 05:47
Korean Financial Regulators Propose Changes to Dividends, IPOs, & Foreign Investor Registration
The Korean FSC made a public presentation of potential changes to regulations related to dividends, IPOs, and foreign investors registration which...
Douglas Kim
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551 Views
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bearish
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Nanya Technology
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29 Nov 2022 11:54
Nanya Technology: Inventory Risk, A 10% Downside Trade Is Still Available
We see the potential for inventory write-downs and a negative operating margin in the coming quarters. Meanwhile, opportunities for near-term good...
Vincent Fernando, CFA
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368 Views
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bearish
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Thematic (Sector/Industry)
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29 Nov 2022 09:06
2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
Jim Handy
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933 Views
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bullish
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Hon Hai Precision Industry
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28 Nov 2022 19:50
Taiwan Tech Weekly: Unprecedented China Protests, Memory Slump, TSMC Keeping Taiwan Fabs Ahead of US
Taiwan memory chip makers are slashing production in response to end-demand weakness, Nanya Tech looks at risk of a pullback.
Vincent Fernando, CFA
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411 Views
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bullish
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TSMC (Taiwan Semiconductor Manufacturing) - ADR
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20 Nov 2022 22:25
Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
Vincent Fernando, CFA
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440 Views
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