Clarifying Market's Inaccurate Constituent Change Forecast in K200 Rebalancing with GICS Revision
This post clarifies the market's inaccurate constituent change forecast on the upcoming KOSPI 200 rebalancing in June with the GICS revision,...
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Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
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W-Scope IPO Lock-Up - US$300m Worth of Shares to Come Free
WCP (393890 KS) raised around US$314m via in its Korean IPO. The stock was listed on 30th Sep 2022, its six-month lockup will expire soon.
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Smartkarma Originals
Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips
Established in 2020, Rebellions is a leading AI based fabless startup in Korea. In February 2023, Rebellions launched a new artificial intelligence...
772 Views
Samsung. The Spending Spree Goes On. And On. But Why?
In sharp contrast to their competitors, Samsung has announced no plans to cut wafer output, headcount or equipment CapEx spending. But why?
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