2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
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Hong Ra-Hee Block Deals on Samsung Electronics: Likely Pushed Back to Early Next Year
The current consensus of the local market on the timing of Hong Ra-hee's block deals on Samsung Electronics is around mid-January.
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Micron Bullish After Strong Showing, Counter to Certain Forecasts
Micron announced its earnings December 21. After a strong quarter the company has an outlook for continuing strength. Why is this when certain...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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It's Beginning to Look a like Christmas
Can Samsung Electronics repeat the great performance it has had in December 2019 and 2020? Stock is up 8% month to date but still falls behind...
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