Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
530 Views
Hynix - All in on One Apple
SK Hynix (000660 KS) earnings downgrades are coming and this is phase 1 of 2.  Expectations are very high for a September but that is based on...
481 Views
Intel Architecture Day 2020. Forget 7nm, We've Got SuperFins!
Intel held its latest Architecture Day on August 13 last, a virtual event led by the company's newly appointed Chief Architect, Raja Koduri. The...
380 Views
Asia Short Interest Weekly: AliHealth, Meituan, SunnyOptical, WuXi Apptec, Canon, Lasertec, Seegene
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
432 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
435 Views