Last Week in Event SPACE: Navitas, Harbin Electric, Yungtay, Kosaido, Ophir, Tesla/CATL, Ecopro
Last Week in Event SPACE ... Agreed deal with no rival bidders coming, expect Navitas Ltd (NVT AU) to trade tight. The risk/reward is simply not...
534 Views
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
732 Views
Last Week in Event SPACE: Chiyoda, Shin Etsu Chemical, GLOW, HNA, Hyosung, Wheelock
Last Week in Event SPACE ... One interpretation on how Chiyoda Corp (6366 JP) may source additional loans and equity. Shin Etsu Chemical (4063...
457 Views
Moore's Law May Not Be Dead, After All
For years semiconductor makers and investors have worried that Moore's Law will end. Although it is not difficult to find proponents of this...
409 Views
Samsung Electronics Share Class Trade: Common at +2σ, Expect Reversion After AGM This Week
SamE Common/1P reached a +2σ level. On a 120D horizon, price ratio is currently at the peak. Pref discount is at 21.04%. This of course is a 120D...
404 Views