Morgan Stanley 8 月 9 日英文长篇，53页。
　　We focus here on stocks we find most compelling after therecent sell-off，and we offer our views on the biggestunderperformers.SEMCO and SK Hynix are oversold，we think，and Samsung＇s sell-off is a buying opportunity；itsfundamentals have not changed as short-term sentimentwould suggest.