AAPL’s Detrimental IPhone Discounts; China Wholesaler Interview
Over the weekend, Apple Inc (AAPL US) iPhone prices continued to bleed after large cuts started last week as distributors rush to destock. This...
658 Views
AAC Tech (2018): Damage Is Done While Business Remain Intact - BUY
The recent trade talk meeting between the US and Chinese government went into an extended unplanned third day which could be seen as a positive...
488 Views
Are Chip Oligopolies Real?
In the semiconductor industry, particularly in the DRAM sector, there has been significant consolidation leading some to hypothesize that there's...
665 Views
Samsung Bear Targets Coming into Focus
Samsung Electronics (005930 KS) bear call from 50k has rewarded with a series of short trades with the most recent short from 46k and has sliced...
594 Views
Samsung Electronics Share Class: Current Status & Trade Approach
I initiated SamE short Common/long 1P trade on Nov 29. This trade delivered the highest yield on Dec 13 at 4.55% with Nov 29 as the reference...
593 Views