Smartkarma’s Week That Was in JP/KR: Tokyo Electron, Suruga Bank, & Depreciating KRW
KOSPI is up 1.3% YTD. KRW has depreciated 5.6% versus USD YTD. Nikkei is up 2.0% YTD. Yen has appreciated 1.3% versus USD YTD. In the past week,...
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Nexon Sale: Main Bidding Round Summary
We had many local news reports on the Nexon bidding over the last weekend. But most of them simply repeat what a few news outlets, namely HK, MK...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Nexon Sale: Bidding Progress Update
Today is Day 3 of the Nexon main bid period which is supposed to run until this Friday May 31. The venue is NYC, but some local news outlets seem...
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Samsung Electronics (005930 KS): A Generalist's Guide
Tech wreck. DeFANGed. FANG flush. TATS turmoil. All of these headlines have at one point been seen from many a financial news outlet. While most...
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