The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
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Intel. Record Q319 But Read Between The Lines For 2020 & Beyond.
Intel reported Q319 revenues of $19.2 billion, meaningfully above guidance of $18 billion, while raising FY2019 outlook by $1.5 billion to $71...
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SK Hynix Earnings Call Reveals Little but Bad News
A lot of worrisome news has recently been posted in advance of the SK hynix earning call this morning, but the call followed a time-tested formula,...
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Semiconductor Revenues On-Trend for August
At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...
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