Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
434 Views
Samsung Life: Samsung Electronics-Pumped Dividend Revision Estimation
Samsung Life is the hottest stock in Korea at this point.The shares were up 21% yesterday, delivering a whopping 46% four day gain.Undoubtedly, the...
345 Views
Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
389 Views
Samsung Life's SamE Stake Sale: Situations & Trade Angles
Samsung Life flew high yesterday with a 12.28% gain (and 8x DTV).The local street speculates that the imminence of the SamE stake sale was the main...
283 Views
NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
291 Views