Smartkarma Originals
Samsung Electronics. A (Mostly) Bullish Investment Thesis.
Samsung Electronics, referred to as Samsung for the remainder of this report, is the flagship company within the eponymous conglomerate (chaebol),...
1.1k Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
585 Views
Nexon Sale: Kakao Is Emerging as the Leading Horse
Yeah, Nexon event is very quiet. Even we didn't have rumor report from local media lately since the main bid closing. So, we are hearing all kinds...
514 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...
556 Views
Smartkarma’s Week that Was in JP/KR: Nexon, Subaru, Segyung Hitech and Samsung Electronics
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 03rd June 2019.
601 Views