Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
403 Views
Semiconductor Market Year-End Tally: -12.5%
The Semiconductor Industry Association today announced that 2019 semiconductor revenues were 12.5% below those of 2018. This number should come as...
351 Views
Korea - Shorts Build Positions in Amore Corp, Samsung Elec, HLB, KMW, SillaJen
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 31 January...
305 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
328 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
370 Views