Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Q1 Memory Results Down, But Encouraging
The semiconductor memory business - DRAM and NAND flash - is doing very well, with revenues over 20% above the year-ago quarter, and good...
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Phison (8299.TT): 2Q22 Could Expect a Slightly Growth QoQ
Phison reached to NT$17.1bn, 32%, 14% and NT$10.49 for revenue, GM, NM and the Diluted EPS in 1Q22. We estimate it could reach NT$18.1bn and 32.5%...
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Is Samsung in Trouble or Just in Another Downcycle?
Samsung will need to really show that they are not falling behind in terms of technology leadership seems to be the focal point of the remainder of...
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