No Sharp but CSOT for Samsung's LCD - Implications
Japanese media Nikkei reported early today that Samsung Electronics sold all its shares (35.8 million shares, or a 0.7%) in Sharp. The value of the...
228 Views
John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
296 Views
Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
451 Views
Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
178 Views
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
282 Views