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  • Construction industry to enter upcycle

    Construction industry to enter upcycle -Thanks to the recent housing market recovery (current downcycle began in 2008), we expect the construction industry to enter an upcycle in 2015. Although ...

    2015-02-02 11:49
  • [Banking] Do online-based banks represent a threat or an opportunity for traditional banking players?

    Do online-based banks represent a threat or an opportunity for traditional banking players? Led by government policy aimed towards fostering the domestic fintech industry and permitting the establ...

    2015-01-26 16:37
  • IT service companies moving into new domains

    IT service companies are entering new business domains in order to: 1) offset lackluster sales growth in the IT service market; 2) better deal with government regulations; and 3) better meet their ...

    2015-01-26 16:36
  • [Entertainment/Leisure Industry] Government’s 7th Investment Promotion Act to benefit sector in variety of ways

    Government’s 7th Investment Promotion Act to benefit sector in variety of ways We believe that the government’s 7th Investment Promotion Act (announced on Jan 18) will benefit the domestic casin...

    2015-01-19 17:47
  • [Semiconductor Industry] Expect shift from data storage to data streaming

    Expect shift from data storage to data streaming Going forward, DRAM memory and SSD usage in servers will likely rise in response to data traffic growth led by a change in data consumption pattern...

    2014-10-08 14:20
  • Semiconductor-To adopt DDR4 in server!

    We believe that DDR4 will likely be adopted in server DRAM following increasing needs for high-performance in server. Supported by expansion of DDR4 use in 2015, oligopoly structure (SEC, SK Hynix,...

    2014-09-23 13:09
  • Youke's pleasant trip to Seoul

    Recently, companies that are related to Chinese consumption are a hot issue in the domestic stock market. We virtually followed Chinese tourists, referring their itinerary. In conclusion, we think ...

    2014-09-23 13:04
  • Semiconductor Industry-DRAM tech migration to continue

    Semiconductor makers were expected to face difficulties in shifting below 40nm with ArF Immersion equipment; however, DRAM players have managed to continue their tech migration efforts with the h...

    2014-09-18 10:58
  • [Display Industry]Panel prices stable in first half of July

    Panel prices stable in first half of July Led by orders from set makers having been brought forward (orders relate to Black Friday), panel prices for the first half of July came in steady. We expe...

    2014-07-09 18:12
  • [Internet/Game] 2Q14 results to miss consensus

    2Q14 results to miss consensus The game industry is starting to differentiate into two market segments: 1) PC and web-based games; and 2) mobile based games. While the earnings performance of PC/w...

    2014-07-09 18:11
  • FLNGs: Warning signals coming out of Australia

    The operators (GDF Suez SA and Santos) of the Bonaparte (Australia) offshore gas development project have decided to scrap previous plans to use a floating production vessel. Amidst weak new order ...

    2014-06-26 17:10
  • Steel-Baosteel freezes July product prices

    Despite the weakening of Chinese steel distribution prices, Baosteel froze its July ex-works prices on sound orders. Of note, steel distribution prices are to remain stagnant up until the third qua...

    2014-06-13 18:03
  • Solar Energy Industry-US-China trade conflict: war without a winner

    The US Department of Commerce released preliminary anti-subsidy tariff, higher than estimates. While China’s export to the US should fall over the near-term, China’s domestic demand is likely to ex...

    2014-06-13 17:58
  • Auto sales continue to expand in China

    In May, Chinese auto sales rose 18.1% y-y to 1.41mn units, defied consensus. HMC sales increased 12.3% y-y, KIA sales climbed 10.5% y-y Amid an overall drop in sales at local automakers, we believe...

    2014-06-13 17:55