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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IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications
iPhone X Further Delays?Definitely True! And it is all about LG Innotek Co Ltd (011070 KS). Somehow the camera module maker still suffers from...
195 Views
SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
345 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
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Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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