Overlooked Aspects Concerning Samsung C/1P Pair Trade Amid 4Q Results
Samsung put out the 4Q interim results. Sales are ₩59tril, which is down 4.84% QoQ and down 0.46% YoY. But OP is a bit of a pleasant surprise. It...
415 Views
Korea - Shorts Increase on Samsung Elec, Celltrion, Shinhan; Decrease on Semco, Hyundai Motor, KT
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 3 January...
425 Views
Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
1k Views
Mcnex - A Leading Producer of Camera Modules for Smartphones and Autos
Mcnex Co Ltd (097520 KS) is a leading Korean manufacturer of camera modules for smartphones and autos. Our base case valuation for the company is...
383 Views
Sony Struggles to Keep Up with Soaring Demand for Image Sensors for Smartphones
It was reported by Bloomberg that Sony is struggling to keep up with demand for its image sensors despite the company ramping up its production...
719 Views