CLSA

Samsung's operating profit climbed more than eight times the level seen just a year ago.

And we got reaction from Sanjiv Rana, head of North Asia Semiconductors Research at CLSA.

There is a very strong demand visibility.

Demand continues to exceed supply, and HBM pricing is poised for a big step up in 2027.

That was Sanjiv Rana from CLSA.

David Ellison and his family invested nearly $17 billion to complete Paramount Skydance's acquisition of Warner Brothers Discovery.

Public filings show Ellison and his family acquired an estimated 1.4 billion shares in a stock offering of this newly merged business.

Samsung's operating profit climbed more than eight times the level seen just a year ago.

And we got reaction from Sanjiv Rana, head of North Asia Semiconductors Research at CLSA.

There is a very strong demand visibility.

Demand continues to exceed supply, and HBM pricing is poised for a big step up in 2027.

That was Sanjiv Rana from CLSA.

David Ellison and his family invested nearly $17 billion to complete Paramount Skydance's acquisition of Warner Brothers Discovery.

Public filings show Ellison and his family acquired an estimated 1.4 billion shares in a stock offering of this newly merged business.

Samsung's operating profit climbed more than eight times the level seen just a year ago.

And we got reaction from Sanjiv Rana, head of North Asia Semiconductors Research at CLSA.

There is a very strong demand visibility.

Demand continues to exceed supply, and HBM pricing is poised for a big step up in 2027.

That was Sanjiv Rana from CLSA.

David Ellison and his family invested nearly $17 billion to complete Paramount Skydance's acquisition of Warner Brothers Discovery.

Public filings show Ellison and his family acquired an estimated 1.4 billion shares in a stock offering of this newly merged business.

Samsung's operating profit increased more than eight times the level seen a year ago, and that's where we begin our conversation with Sanjiv Rana.

Sanjiv is head of North Asia Semiconductors Research at CLSA.

He spoke with Bloomberg TV host Heidi Stroud Watts.

Really great to have you with us, Sanjiv.

As a result, I expect further, uh, consensus earnings upgrades for the company.

So while, uh, uh, Forex-related risks are well understood and priced in, I think the upside from, uh, the better than expected pricing is yet to be reflected in the consensus estimates.

That was Sanjiv Rana, head of North Asia Semiconductors Research at CLSA, speaking to Bloomberg TV host, Heidi Stroud Watts, bringing you their conversation here on the Daybreak Asia podcast.

[upbeat music] Thanks for listening to today's episode of the Bloomberg Daybreak Asia edition podcast.

Adani Ports SEZ is down 3.96% alongside it.

Jubilant Foodworks, which operates Domino's India, is down nearly 5% despite reporting Q2 revenue growth because Morgan Stanley and CLSA both flagged margin concerns.

Revenue growth without margin expansion isn't a story the market wants to hear right now.

Fino Payments Bank is surging nearly 17% after loan referral disbursals more than tripled in a strong Q2 year-on-year.