Korean Stubs Spotlight: A Pair Trade Between Samsung C&T and Samsung Electronics
In this report, we provide an analysis of our pair trade idea between Samsung C&T (028260 KS) and Samsung Electronics (005930 KS). Our...
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TSMC and SEC at Macro Break Levels that Would Impact Taiex and Kospi
Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) and Samsung Electronics (005930 KS) are testing critical macro break resistance points...
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Apple to Launch Video Streaming and Gaming Services to Reduce Its Dependence on IPhone Sales
Apple (AAPL US), on Tuesday refreshed its line of iPhones for 2019 and announced the iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max. The three new...
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Korea Short Interest Outpacing the Index
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 6 September.Current...
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Semiconductor Sales Trends, Analysis & Forecast Q3 2019. Plus A Surprising Fact.
Global semiconductor sales for the month of July remained firmly entrenched back at levels last seen over two years ago. While there was modest MoM...
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