Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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Japan Display Measuring the Gap for Upside Drive
Japan Display has some nice chart points to work with. Seasonal cycles have played a role in the past and we have just registered a September cycle...
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Sunic System Update - Clarification of Current Situation
Sunic System Ltd. (SUNICSZ KS) has been a huge disappointment even though we knew it wouldn't hit a home run. But still, it performed even worse...
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JDI: The Spring Has Sprung...33% in 10 Trading Days
Earlier this morning there were reports on JDI affiliate JOLED seeking JPY100bn in funding to help commercialise its printing method OLED panels....
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The Week That Was in NorthAsia@Smartkarma: Oct 1 Beware Daniel Hellberg's Sarcastic Dog
Familiar themes dominated news in North Asia this week. North Korea continued grabbing headlines as expanding sanctions sparked worries regarding a...
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