WDC Gets Apple in a Huff
A couple of years ago, Nidec (6594 JP) unveiled a small elongated haptic device, perfect for fitting into smartphones, and Apple (AAPL US) fell in...
243 Views
Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
215 Views
Toshiba Memory Deal Map - Deal on the 13th?
The last few days have seen a flurry of possible deals for Toshiba Corp (6502 JP)'s Toshiba Memory Corp unit proposed and re-proposed. Two...
208 Views
Korea (Underweight): Business as Usual Between the Government and the Chaebol (Part 3 of 6)
Main Conclusions The won is no longer so overbought following the strong performance during Q1 which took the REER to within 5% of its all-time...
145 Views
Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
273 Views