AAPL IPhone CQ2 Tracking, CQ3 New Model Launches, Chinese OEM Competition
This note is to update clients with our market checks on Apple Inc (AAPL US) iPhone builds and shipments, the timetables of new model launches in...
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Samsung Electronics Common/Pref Price Difference - Pattern Assessment
Last October, Samsung Electronics Co Ltd (005930 KS) announced its "Shareholder Return Program for 2018-2020".This is the link of this announcement...
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Five Regulatory Checkup Points for Samsung Life
Below shows how the Samsung Electronics Co Ltd (005930 KS) shareholding structure changed after the Samsung Life Insurance Co., Ltd (032830...
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Japan & Korea @Smartkarma: Autos, Toshiba, NTT, JDI, North Korean Détente, and Trump Trade
As these weekly summaries get written on a weekend we look at things on a Friday-to-Friday schedule but things move at a fast pace. Just a week can...
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The Lack of Semiconductor Related Korean IPOs in 2018 Raises Concerns on the Supercycle Theory
This report is about the lack of semiconductor related IPOs in Korea in 2018 which raises concerns about the semiconductor supercycle theory. The...
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