Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.
MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.
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3 Major Reasons Why Samsung and KOSPI Are Outperforming Other Global Peers & Country Equity Indices
Three reasons why Samsung is outperforming global peers such as Apple and TSMC may due to a potential war in Taiwan, COVID lockdown in Shanghai,...
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Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO Inc (9866 HK).
The EV has a better future outlook, and NIO is riding on the right wind even it's still lost making. We think ASMP's should see another hike in...
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