‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Toshiba: Tilting Towards IPO, Farallon Pops Up, but Will NAND Supply Demand Have the Last Laugh?
News yesterday morning that Toshiba was considering stepping away from selling its memory business to Bain if Chinese antitrust approval is not...
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Samsung Electronics Stock Split Event - Trade Idea Using VKOSPI Futures
Apr 30, May 2 and May 3 are the three days during which Samsung Electronics Co Ltd (005930 KS) shares will be suspended for trade due to the stock...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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