Samsung Top Executive's Surprising Remark on Restructuring - Implications
Samsung’s top executive Lee Sang-hoon made quite a surprising remark yesterday on Samsung restructuring. He said that Samsung restructuring,...
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30,000 Units of LG G6 Were Sold in Two Days - But Don't Get Excited Yet
On the first day in Korea, 20,000 units of G6 were sold. On the second day, another 10,000 units G6 were sold. During the first two days, a total...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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Interview with DRAMexchange/Trendforce on DRAM Market Outlook
Summary 22% vs. 20%: Avril expects 2017 DRAM demand bit growth of 22% y/y, outpacing supply 's 20% y/y. Slower bit growth of 20% y/y for 2017 and...
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