The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
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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Have We Hit the NAND Flash Trough?
In its most recent earnings call Western Digital executives told investors that the flash memory business has hit its trough, implying that...
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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...
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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...
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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...
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