Loading up in Korean Stocks
We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US), the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
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Mecaro IPO Part 1 - IPO Prospectus Summary
Mecaro Co Ltd (241770 KS) was initially founded in 1999 with the corporate name of 'Mecaronix' by the guy named Yoon Kang-sik. It was then acquired...
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Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions
As we saw in a recently published Insight, Learnings From The History Of Memory Part 1 - China’s DRAM Dreams, both DRAM and NAND are in a...
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