The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Revisiting Samsung Restructuring Progress At This Critical Time
Lee is finally indicted. At the same time, Samsung announced several interesting measures to revamp its governance structure. But a potentially...
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Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
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Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
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