Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
858 Views
Smartkarma Originals
Samsung Electronics. A (Mostly) Bullish Investment Thesis.
Samsung Electronics, referred to as Samsung for the remainder of this report, is the flagship company within the eponymous conglomerate (chaebol),...
1.2k Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
596 Views
Nexon Sale: Kakao Is Emerging as the Leading Horse
Yeah, Nexon event is very quiet. Even we didn't have rumor report from local media lately since the main bid closing. So, we are hearing all kinds...
523 Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
559 Views