Smartkarma - Special Situations Weekly Update (17 October 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Snapshot at Micron's Guidance Beats and Progress on Inotera Transaction
Executive summary Micron Technology Inc (MU US) guides a strong 4Q16 sales growth of 10-20% q/q and 6-15% y/y to US$3.55-3.85bn, beating Bloomberg...
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Micron/Inotera: Finally an End to the DRAMa?
Fellow insight provider, Andrew Lu's recent insight on Micron/Inotera helped us add a piece to the puzzle that we have been looking at for a long...
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Can Micron/Inotera Merger Deal to Be Closed Before Oct 18 After Micron CEO Visit?
What's new?According to Economic Daily, CEO of Micron Technology Inc (MU US), Mr. D. Mark Durcan came to Taiwan yesterday for four days trip to...
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