SK Hynix: Attractive at Current Level
Multiple news article mentioned SK Hynix' weak Q4 2018 numbers due to the slowdown in the smartphone markets but the fact remains that: smartphone...
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Korean Stubs Spotlight: A Pair Trade Between SK Telecom & SK Hynix
In this report, we provide an analysis of our pair trade idea between SK Telecom (017670 KS) and SK Hynix Inc (000660 KS). Our strategy will be to...
798 Views
Inventory Clearance and the Semiconductor Cycle
A very normal part of the semiconductor cycle is inventory clearance. DRAM makers are starting to discuss this in their earnings calls. What they...
577 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.7k Views
Smartkarma Originals
A Bear Investment Case for TSMC (Summary Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
796 Views