Spreadtrum Is Back to the Game by Leveraging Intel IPs and Production; Negative to MediaTek?
Summary Spreadtrum is back to the game: Spreadtrum unveiled SC9853I based on Intel's 14nm foundry process, 1.8Ghz Octa-Airmont-core and supports 4G...
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Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks
In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may...
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Is the Korean Stock Market Starting to Turn Downwards?
Is the Korean Stock Market starting to turn downwards? The KOSPI, which is up 15% YTD, has been one of the top performing country equity indexes...
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NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
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SMIC Guides Another Miss- Heavy Capex Seems Not Turning into Sales and Profits
Another major miss in 3Q17After a small miss in 2Q17 numbers (please see our earlier report "Terrible Miss in 2Q17 to Drive More Downgrades; The...
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