South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
431 Views
To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
489 Views
Apple: Apple to Expand Its Foothold in India with Not Just IPhones but with Other Premium Services
While Apple's (AAPL US) September event garnered a lot attention, with that comes the news that Apple is planning on investing US$1bn in India...
497 Views
Samsung Electronics - Ords V Prefs
Samsung Electronics has two classes of stock: ordinary shares Samsung Electronics (005930 KS) and the preferred shares Samsung Electronics Pref...
502 Views
WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
399 Views