Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
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Local Pensions' Spot/Futures Arb on Samsung Electronics & 1P Discount Distortion
This post investigates local pensions' recent spot/futures arbitrage on Samsung Electronics, which resulted in a massive 1P discount distortion.
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India Channel Insight #41 | Haier, Samsung, Voltas
The Indian durables market is witnessing changing consumer behaviour aiding an optimistic outlook for FY23 along increasing competitive intensity...
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GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Samsung C&T and Hyundai E&C: Two Main Beneficiaries of Neom (World's Biggest Construction Project)
Neom is the largest construction project in the world with total project size of nearly $500 billion. Hyundai E&C and Samsung C&T consortium...
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