Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash.Ā This post provides graphic evidence that this fall is...
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Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in Indiaās macro-economic ratios has continued apace...
392 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
We recently downgraded the Korean telecom operators as they have been among theĀ best performing telcos globally in theĀ last few months (at least...
566 Views
BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¢ SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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