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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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20 May 2025 13:29
Asian Equities: Relative Valuation Divergence Opens up Index Trade Opportunities
Considering growth & ROE adjusted valns & long history of relative valns of Asian markets, we think HK/CN, Korea, Indonesia & Philippines could...
Manishi Raychaudhuri
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390 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2025 21:46
No Tariffs on Semiconductors – but Does It Matter?
US import tariffs on Korea and Taiwan are high, but no reciprocal tariff on semiconductors. Apple and Nvidia don't import semis from these...
Nicolas Baratte
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322 Views
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bullish
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Korean Air Lines
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31 Mar 2025 22:43
Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
Douglas Kim
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2k Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2025 12:15
IS AI Spending Poised to Fall?
Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
Jim Handy
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536 Views
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bullish
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Hua Hong Semiconductor
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20 Feb 2025 23:15
BUY/SELL/HOLD: Hong Kong Stock Update (February 20)
Mainland investors are buying record amounts in HK during secular bull mkt. AAC Tech reported positive earnings surprise and Hua Hong is rapidly...
David Mudd
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298 Views
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