Exclusion of South Korea from Japan's "Whitelist" Of Countries: D-Day - August 2nd?
Since the announcement of Japan's initial round of economic restrictions on South Korea on July 1st, this situation has morphed into much larger,...
509 Views
TSMC. Shrugging Of The Competition With Robust 2H19 Outlook & Increasing Demand For Both 7nm & 5nm
With second quarter revenues of $7.75 billion slightly ahead of expectations and up 10.2% sequentially, Taiwan Semiconductor Manufacturing Company...
418 Views
ASML. Logic Strength Offsets Memory Weakness To Drive YoY Growth; EUV For DRAM A Major Tailwind
ASML last week reported earnings marginally ahead of expectations and delivered an upbeat outlook which reiterated the company's forecast for 2019...
348 Views
KOSPI Vs. Samsung Electronics at Different Stages of the Bond Yield Differentials
In this report, we compare KOSPI versus Samsung Electronics to examine their relative performance at different periods of bond yield differentials....
397 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
696 Views