Samsung's EV Business Rumor: Despite Denials, This Can Happen as a Political Compromise
We are again hearing Samsung Electronics (005930 KS) entering the auto business. This rumor has surfaced yesterday among local investors. But...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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DiSa (DISA SP): This Story Stock Is Growing as Samsung Starts Using Its Anti-Theft Technology
As I have written in the past the SGX is home to a great story stock: DiSa (DISA SP). If the company delivers on its promise it has the potential...
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Samsung Group Plans to Invest 180 Trillion Won in the Next Three Years
The Samsung Group announced a major plan today to invest 180 trillion won (about US$160 billion) in the next three years, including in major...
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