Samsung Electronics Yearend DPS Revised Down
Samsung's 4Q consensus DPS is ₩584, implying a special dividend of at least ₩200. It is possible that the CAPEX concerns may push the futures/spot...
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WSTS Semi Forecast Very Bullish for 2021-22, but Is It Realistic?
The semiconductor market is on a tear, and WSTS forecasts that next year will see solid growth. This Insight examines the likelihood that 2022...
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Will Kioxia IPO Miss Its Window?
Privately-held Kioxia has been hinting at an IPO for a year, and its end market has just set a record. Can the company afford to delay any longer,...
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2022 High Conviction: MediaTek, High Dividend Yield, Solid Fundamental Outlook, Strong Balance Sheet
In our 2022 High Conviction pick we revisit MediaTek, the world’s 4th largest fabless semiconductor company, its industry, fundamental outlook, and...
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Global Emerging Markets Weekly: 26 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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