Korea - Shorts Build Positions in Amore Corp, Samsung Elec, HLB, KMW, SillaJen
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 31 January...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
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Samsung Electronics - Is a Company Split the Occam's Razor Plan B to Offset the 30% Cap Rule?
In this insight, we analyze the prospects of an eventual company split for Samsung Electronics as a "Plan B" to offset the negative effects of the...
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How Far Behind Is Intel's Process Migration?
Intel has fallen behind in process migration to such an extent that its PC processors have been in a shortage for over a year. This SmartKarma...
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