Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
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Samsung Electronics Voluntary Red Flag on 1Q Earnings
SamE voluntarily red flagged its 1Q19 earnings even before 1Q ends. SamE mentioned two things: 1. Falling memory chip prices and 2. slowing demand...
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SEC 47k Rejection Targets Base Case Support
Samsung Electronics (005930 KS) met our rally target outlined in 28 January insight SEC and SK Hynix Breakouts at 70.3k. In that insight we...
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Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
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Samsung Electronics DRAM Economics: Adj. Valuation Shows Upside Potential at Current Price
The market misinterpreted Amazon's server DRAM demand cut in 4Q18. It wasn't a sign of falling demand. There isn't still any convincing sign of...
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