UBS: With TSMC as a Strong Backing, ASM's Core Business Enters a Fast Track of Growth
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Morgan Stanley lowers Apple's (AAPL.US) target price to $355: Roadmap is exciting, but valuation is full, and storage cost per iPhone has surged nearly 200%
Morgan Stanley analyst Erik Woodring's team released the Apple Global Idea report, slightly lowering the target price from $360 to $355 while maintaining an "Overweight" rating.
Morgan Stanley: Micron (MU.US) "High Prosperity" Expected to Last Longer, Reiterates "Overweight" Rating and Maintains $1200 Target Price
Morgan Stanley pointed out that in recent times, market debates have shifted from "how good can the performance get" to "how long can high prosperity be maintained," and Micron is now proving that its business visibility continues to extend into the future.
Core inflation at 2.8% remains sticky, exports hit a record $120.9 billion, Bank of Korea’s November rate hike expectations rise
Core inflation remains at 2.8%, still above target, with a 7.7% increase in transportation prices as the main driver. Semiconductor exports surged 263% to $60.3 billion, leading to a projected 28% year-on-year increase in annual tax revenue, reaching a record high. Strong exports provide the central bank with policy space to "raise rates without hurting growth" — economists expect a pause in October and a rate hike restart in November, with the benchmark interest rate possibly rising to 3.25%.
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