2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
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Samsung C/1P Trade: Capitalize on Unusual Price Movement Last Friday
We saw an unusual price movement last Friday on Samsung Electronics 1P shares as the 1P price got pressed down at the latter part of the day. It...
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Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
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Micron Expresses Hopes for Better Quarters Ahead
In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a...
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Korea - Hyundai Mobis Shorts Continue Covering
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 13 December.Current...
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