Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
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Samsung Electronics DRAM Economics: Adj. Valuation Shows Upside Potential at Current Price
The market misinterpreted Amazon's server DRAM demand cut in 4Q18. It wasn't a sign of falling demand. There isn't still any convincing sign of...
500 Views
Last Week in Event SPACE: Navitas, Harbin Electric, Yungtay, Kosaido, Ophir, Tesla/CATL, Ecopro
Last Week in Event SPACE ... Agreed deal with no rival bidders coming, expect Navitas Ltd (NVT AU) to trade tight. The risk/reward is simply not...
539 Views
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
736 Views
Last Week in Event SPACE: Chiyoda, Shin Etsu Chemical, GLOW, HNA, Hyosung, Wheelock
Last Week in Event SPACE ... One interpretation on how Chiyoda Corp (6366 JP) may source additional loans and equity. Shin Etsu Chemical (4063...
469 Views