AEM (AEM SP): Strong 1H19 and Increased FY19 Guidance Leave AEM Trading at Less than 1x FY19 Sales
AEM reported solid 1H19 figures which beat consensus estimates. Management, for the second time in 2019, raised its FY19 sales guidance to 265-280M...
539 Views
Semiconductor Memory Prices Still Falling
Memory chips are a strong indicator of the overall health of the semiconductor market. Recent upward motion in memory prices has given some...
456 Views
Intel. A Most Revealing Insight Into How The Company Views & Manages Its Competitive Positioning
Late last week an internal Intel Corp document was leaked and it contained some very frank and surprising admissions from the company regarding the...
494 Views
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
479 Views
Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
838 Views