Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts
2025 Semi forecast? Think 2024 without the memory boom and way more volatility. Chaos will ultimately beget opportunity, just not yet...
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Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices
Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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KRX Foreign Holding Weekly (Mar 14th): Hanwha Aerospace, Hanwha Ocean, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hanwha Aerospace, Hanwha Ocean, Samsung Electronics.
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Asian Equities: Valuation Mean Reversion - The Winners and Losers
Asian valn mean reversion i.e. expensive markets derating & cheap ones rerating, could sustain. HK/China & KR may rerate more. India looks...
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