Inventory Clearance and the Semiconductor Cycle
A very normal part of the semiconductor cycle is inventory clearance. DRAM makers are starting to discuss this in their earnings calls. What they...
561 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.6k Views
Smartkarma Originals
A Bear Investment Case for TSMC (Summary Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
788 Views
Samsung Electronics Share Class: Close Prev Position & Initiate New One Reversely
SamE Common/1P are now below -2σ on a 20D MA. This is almost 120D low. 1P discount to Common is 16.61%. This is the lowest since mid November last...
416 Views
Xiaomi (1810 HK): Dead Money
Xiaomi Corp (1810 HK)’s shares are around 43% below the IPO price partly due to the recent well-documented selling of shares following the end of a...
729 Views