Korea - Short Covering on Samsung Names, Except Electronics
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 7 February...
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Apple: Supply Chain Disruptions to Likely Impact Apple’s Production Plan
It was reported by several news media outlets that Apple’s iPhone and Airpod production may be at risk due to the Coronavirus outbreak. Apple has...
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Samsung Split: Why May Samsung Like the Idea?
Samsung split? It sounded too imaginative when the issue first emerged above among local institutions. But believe it or not, the talk is carrying...
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Lemon IPO Preview
Apple, Orange, Blackberry......and now Lemon. Yes, a Korean company called Lemon (294140 KQ) is getting ready to complete an IPO at the end of this...
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Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
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