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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Korea - Shorts Build Positions in Amore Corp, Samsung Elec, HLB, KMW, SillaJen
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 31 January...
305 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
328 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
370 Views
Samsung Electronics - Is a Company Split the Occam's Razor Plan B to Offset the 30% Cap Rule?
In this insight, we analyze the prospects of an eventual company split for Samsung Electronics as a "Plan B" to offset the negative effects of the...
383 Views