2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market.Ā In this post I will explain the typical memory...
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Morgan Stanley's Hynix Bashing May Lead to SKT Boosting
This is getting really interesting. Yesterday (Aug 6),Ā SK Hynix Inc (000660 KS) took a brutal bashing from Morgan Stanley, and the price fell...
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Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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APTC IPO Preview (Part 2):Ā Bankers' Valuation Appear Too Optimistic
The institutional book building for theĀ APTC Co Ltd (089970 KS)Ā IPO starts on August 7th and we expect aĀ mixed demand among the institutional...
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APTC (089970): IPO Valuation Study
Below is the regulatory filing for the APTC Co Ltd (089970 KS)Ā IPO. Link: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20180802000306 For more...
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