AEM: When Inventory Fell off the Truck On the Way to Penang...
AEM's credibility with investors took a blow when it reported that some of its inventory "fell off the truck" during transport from Singapore to...
659 Views
GlobalWafers (6488.TT): 1Q24F Outlook Could Be a Bit Downside, but 2Q24F Could Be Picking Upward.
Globalwafers' 1Q24F outlook may have a slight decline in revenue, and a positive trend is expected from 2Q24F. Overcoming the constraint in the...
394 Views
Upslope's Quarterly Investor Letter: 2023-Q4 Update
I continue to believe events in Ukraine, Israel, and China have broader implications than are appreciated by markets today. For now, my takeaways...
75 Views
Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It Better
KEB Hana Bank, on behalf of the Lee family, is looking to raise up to US$1.6bn via selling 0.5% of Samsung Electronics (005930 KS)
829 Views
Vietnam: Resilient Economic Growth Driven by Friend-Shoring & Bamboo Diplomacy
Vietnam's government expects robust growth in 2024 despite GDP growth in 2023 falling short of the target, China and the US seek closer ties with...
350 Views