Micron Kills 3D XPoint - Is Intel in Trouble?
Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...
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Who Gains from Qcom Mistake? Mediatek
Who gains from Qualcomm's mistake? It seem the obvious is Mediatek for both better supply chain management as well as its in the best interest of...
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Asia Short Interest: Kuaishou, CMB, JD, Kingdee, Xiaomi, Monex, Toshiba, Samsung, Naver, UMC, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Top 14 Korean Companies That May List in the US Stock Exchanges - Close The "Korea Discount Gap"
In this insight, we discuss 14 major Korean companies that may try to list their shares in the US exchanges in the next several years in order to...
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Samsung Special Dividend & 1P Rally Revival
This post examines Samsung's special dividend situation (along with LJY's tax-paying plan) and how it can revive the 1P rally seen late last year.
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