AMD. A Cautionary Note As Share Price Bounces Around Record Highs.
As Advanced Micro Devices share price continues its latest in a series of remarkable bull runs, we sound a cautionary note based on two key...
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Intel. What Really Lies Beneath The Year-Long Supply Constraint Fiasco?
On November 20'th last, Intel issued an open letter to customers to address widely reported concerns about CPU supply shortages. The company...
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Memory Market Revenue Overview 3Q19
All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are...
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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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