Recent Long Short on Samsung/Hynix & KOSPI 200,,, & 30% KOSPI 200 Cap
Samsung Elec has made a great run lately, and so did Hynix. Then, we have to ask ourselves this question. Was it a part of a rerating on entire...
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Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
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Apple Shares Hit All-Time High Following Record Holiday App Store Sales Announcement
Apple shares on Wednesday hit an all-time high of US$304.13 per share before closing at US$303.19 per share at the end of Wednesday’s trading...
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Overlooked Aspects Concerning Samsung C/1P Pair Trade Amid 4Q Results
Samsung put out the 4Q interim results. Sales are ₩59tril, which is down 4.84% QoQ and down 0.46% YoY. But OP is a bit of a pleasant surprise. It...
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Kioxia Fire: Small Impact Anticipated
On January 7 Kioxia (formerly Toshiba Memory) suffered from a small fire in one of its chip making plants. This SmartKarma analyzes the impact...
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