The Week That Was in NorthAsia@Smartkarma - THAAD Deployment, Mobile Lineage, and Activism in Japan
KoreaScott Laprise/ 乐天虎 and Prasenjit K. Basu have provided great insights regarding the political turmoil surrounding North Korea. Scott makes it...
234 Views
Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
219 Views
A Record 1Q for Samsung but Not Moving to Holding Company Structure; FVE Retained at KRW 2.2 Million
Samsung has announced very strong first-quarter earnings with operating profit of KRW 9.9 trillion, up 47% year on year and 7% sequentially on the...
157 Views
My Projected View on Samsung's Decision Not To Pursue Holdco Conversion
I think I should warn you that this piece is my personal and projected view. So, for anyone who wants to stay away from market noises, I recommend...
186 Views
Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
570 Views