Samsung 1P Discount: Biologics/Elec Equity Swap Dynamics
The Samsung 1P discount had quite a fluctuation lately. It hit the all-time low at 11.77% on May 25. Since then, it soared to 15.48% on May 28 and...
358 Views
Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
423 Views
Korea Stock Market Monthly Recap #48 (May 2020)
Review of Top 10 Issues Related to Korean stock market, economy, & politics in May 2020 Big interest in SK Biopharm IPO Announcements of IPOs...
312 Views
Asia Short Interest Weekly - HK Financials and Property, Japan Real Estate, Korea Tech, Taiwan Semis
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
291 Views
What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
300 Views