Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
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The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AGM AEM + 1Q19 Results: Riding the 5G Wave; Investors Should Watch NovoFlex and Huawei Developments
Late April I attended the AGM of Aem Holdings (AEM SP) in Singapore. Having attended hundreds of AGMs over the years, AEMs was surely one of the...
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TSMC. Why Their Surprise 6nm Process Is A Winning Strategy.
Two days prior to Q1 2019 earnings, Taiwan Semiconductor Manufacturing Company made the surprising announcement that they were introducing a...
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