GEM Weekly (29 Apr 2022): South Korean GDP; NetEase, Tencent Music, SK Hynix, Baidu, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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ASMP (522.HK): 1Q22 Results and 2Q22 Forecast- A Warm up in 2022 and It Should Be Another Hike in 3Q
Revenue guidance was US$670 million to US$740 million, which was +5.8% YoY and +4.5% QoQ. Usually, the 1st quarter is the weakest. The booking...
656 Views
Semiconductor Revenues Remain Well Above Trend
Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.
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SK Square: NAV Post IPOs of SK Shieldus/OneStore and a Major Investment in ARM Holdings?
Our updated NAV valuation of SK Square suggests an implied price of 82,167 won per share, which represents a 46% upside from current levels.
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Micron Posts Another Excellent Quarter
Micron Technology posted solid results for its 2QF22 with a very positive outlook. The company has been performing superbly, and should do very...
367 Views