

SK Hynix Earnings, Yen Weakness
Apr 25, 2024
Guests discuss SK Hynix earnings and the potential for BOJ intervention. Topics include market attitudes, chip industry recovery, wealth management insights, Bank of Japan's actions, improving capital efficiency, and investment picks in Japan.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
SK Hynix's Earnings Report and Market Dynamics
01:51 • 14min
Insights on Wealth Management and Japan Fund Interventions
15:24 • 2min
Bank of Japan's Actions and Yen Depreciation
17:10 • 3min
Discussion on Improving Capital Efficiency and Shifting Manufacturing Operations
20:29 • 2min
Investment Picks in Japan and Bloomberg's Enterprise Data Services
22:20 • 2min