Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
693 Views
StubWorld: TCL's Possible Stake in ASM, Imax Is Not The Ticket, Out of Touch Intouch
This week in StubWorld ... Asm International Nv (ASM NA) is the more interesting play should TCL Corporation's rumoured acquisition in Asm...
492 Views
StubWorld: The Demand for ASM Intl's Front-End; Takara's Spending for Spending's Sake
This week, with Asm International Nv (ASM NA) trading at an extreme level to ~25%-held Asm Pacific Technology (522 HK), is now the time to go long...
687 Views