Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
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Samsung Life's SamE Stake Sale: Situations & Trade Angles
Samsung Life flew high yesterday with a 12.28% gain (and 8x DTV).The local street speculates that the imminence of the SamE stake sale was the main...
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NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
295 Views
Last Week in Event SPACE: Line Corp, Haier, Keppel, China Longyuan, Nichii Gakkan, Cromwell, PCCW
Last Week in Event SPACE ... Those participating in the recent letter-writing campaign will be upset with no change in the Tender Offer Price...
360 Views
Western Digital. NAND Recovery In Doubt As QoQ Revenue Downturn Forecasted
Western Digital reported earnings this week with revenues of $4.3 billion, marginally below the midpoint of their forecast. Their outlook for...
334 Views