Micron Earnings Give Semi Market Outlook
Micron's just-announced revenues indicate trouble today for its peers and trouble next year for tool makers, but other sectors should fare much...
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The Innovations Portfolios - Week Four
For four weeks ended 16 Dec the combined innovation portfolio was -1.1%, versus DJIA -2.4%, S&P500 -2.8%, Nasdaq -4.0% & MSCI-ACWI-ETF -2.3%, all...
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GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Targetable Names on KOSPI for Dividend Arbitrage: DPS Estimates & Current Basis
This post screens targetable names on KOSPI for dividend arbitrage based on relatively reliable DPS estimates and current basis widening.
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When Will Samsung Life Insurance Be Forced to Sell Its Stake in Samsung Electronics by the Govt?
The debate about whether or not Samsung Life Insurance should sell its stake in Samsung Electronics is being reviewed by the National Assembly once...
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