ENTITY
MagnaChip Semiconductor Corp

MagnaChip Semiconductor Corp (MX US)

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Analysis
Information TechnologySouth Korea
Magnachip Semiconductor Corporation designs, develops, and manufactures mixed-signal and digital multimedia semiconductors.
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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!)

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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...

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05 Dec 2022 09:23Syndicated

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...

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14 Jul 2022 07:41Syndicated

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.

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bullish51 Job Inc Adr
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 ...

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