Creative Tech: Rally in 1Q 2018 & 2019; Will We See a 1Q 2020 Rally Once Again? Cash = 57% Mkt Cap
1Q18: Creative Technology (CREAF SP) rallied 600% from 1.25 SGD to 8.75 SGD. 1Q19: Creative Technology (CREAF SP) rallied 55% from 3.59 SGD to 5.53...
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Micron. Lowering Expectations Ahead Of Earnings
Micron CEO Sanjay Mehrotra participated in a fireside chat at last week's Credit Suisse 23'rd annual technology conference. During a wide-ranging...
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TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
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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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Semiconductor WFE Spending & Net Income Rebound Strongly In Q3 2019
Semiconductor WFE billings rose by 11.57% in Q3 2019 in a robust reversal of a downward trend that has persisted since Q2 2018. In sharp contrast...
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