Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
839 Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
557 Views
Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
1.2k Views
AGM AEM + 1Q19 Results: Riding the 5G Wave; Investors Should Watch NovoFlex and Huawei Developments
Late April I attended the AGM of Aem Holdings (AEM SP) in Singapore. Having attended hundreds of AGMs over the years, AEMs was surely one of the...
581 Views
Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
531 Views