Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios
It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and...
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Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
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Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
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SK Innovation Share Buyback: Execution, Dividend Projection, & Restructuring
SK Innovation's latest share buyback represents 5% of the SO and is worth nearly ₩600bil. Two years ago, the company bought back 5M shares for...
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