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MagnaChip Semiconductor Corp (MX US)
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8
Analysis
Information Technology
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South Korea
Magnachip Semiconductor Corporation designs, develops, and manufactures mixed-signal and digital multimedia semiconductors.
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bearish
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Thematic (Sector/Industry)
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01 Jul 2024 10:03
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Fabricated Knowledge
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251 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
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316 Views
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bullish
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Goldlion Holdings
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05 Dec 2022 09:23
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Syndicated
Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
Turtles all the way down
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355 Views
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bullish
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MagnaChip Semiconductor Corp
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14 Jul 2022 07:41
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Syndicated
Magnachip Merger Arb
Magnachip is an interesting merger arb situation with only modest downside. A Chinese firm has previously tried to acquire this for $29.
Turtles all the way down
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409 Views
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bullish
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51 Job Inc Adr
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25 Oct 2021 21:52
MergerTalk: Intriguing US Merger Spreads-A 23% Spread, But Odds on 51job.com Privatization Completes
Precedent suggests that the odds heavily favor that this Go-Private deal will be consummated. With JOBS only 4% above its undisturbed price, the ...
Robert Sassoon
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276 Views
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