The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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AEM Holding: Aggressively Buying Their Own Stock; Historically Pre-Cursor to Strong Performance
AEM Holdings has been aggressively buying back stock in the last week. History teaches us this is a pre-cursor to strong share price performance...
901 Views
NAND Flash, DRAM Status & Outlook
The DRAM and NAND flash markets have recently performed well, but there's are hints that the best quarter of this cycle is behind us.
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
334 Views
AEM: Temporary Weakness Creates Buying Opportunity Going into New Product Cycle as of 3Q21
AEM had a weaker quarter but it is very confident that a new growth cycle will start in 3Q21 well into 2022. New customer wins in 2022 could start...
649 Views