What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
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Korea - Buyback Fuels Hyundai Motors Short Covering
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 6 December.Current...
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TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Last Week in Event SPACE: Nuflare, Frasers, Nippon Shokubai, QMS, Fujitsu, Jardines
Last Week in Event SPACE ... Yoshiaki Murakami has purchased 5.02% stake in Nuflare Technology (6256 JP) "with the aim to provide advice to...
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