Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:
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Samsung's NXP Acquisition: Story Again Resurfaces, Trade Approach on SamE Common/1P
Local street began to speculate on this story since early last year when Lee Jae-yong got released from prison. NXP was widely considered as Lee's...
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Last Week in Event SPACE: Nintendo, Panalpina, Versum, Hanergy, Descente, Hopewell
Last Week in Event SPACE ... Nintendo Co Ltd (7974 JP)'s offering and the buyback are strong symbols and practical examples of what the Corporate...
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Samsung Electronics Share Class: Long 1P / Short Common on Falling Memory Prices
SamE Common/1P price ratio gap is again above +100% of σ on a 20D MA in favor of Common. Deepening concerns about memory chip price hammered both...
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Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
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