Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.6k Views
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
1.7k Views
NCsoft - A Strategy for Trading in 1H 2019
In this report, we will explain our strategy for trading NCsoft Corp (036570 KS) shares in 2019. NCsoft is expected to launch five new mobile games...
1.2k Views
Japanese Telcos: What to Look for in 2019. Earnings May Surprise on the Upside.
The Japanese telecom market was more volatile in 2018 than anticipated. However, Chris Hoare remains broadly positive on the sector for 2019. While...
594 Views
Softbank: Reduced Yield Competitiveness, End of Passive Buying and Softbank Group's Hunger for Cash
We are once again turning negative on Softbank Corp (9434 JP) as the stock price is now 18% above the ¥1,200 level which we mentioned looked cheap,...
735 Views