Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
492 Views
JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
409 Views
NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
218 Views
Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
365 Views
Japanese Elections: "Abenomics" Versus a Move to the Right
In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...
210 Views