LG Electronics: A Turnaround Story + Extra Dividends Alpha Kicker
Both Lg Electronics (066570 KS) and LG Corp (003550 KS) shares have been rebounding nicely since the end of October. In late June 2018, Koo...
449 Views
Smartkarma's Week in JP/KR: SoftbankCorp IPO, Toshiba, J-Banks, Wafers/Semi, Hanjin Kal, BioLogics
This past week featured 165 insights across the Smartkarma platform, with about 25% of them dealing with Japan or South Korea. A list is below.By...
389 Views
Last Week in Event SPACE: Red Hat, Don Quijote, Toshiba, Healthscope, Unisem, CEVA, Hanjin Kal
Last Week in Event SPACE ... Dress up your event-driven portfolio with some Red Hat Inc (RHT US). Don Quijote Holdings (7532 JP) is...
540 Views
Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
547 Views
DRAM, NAND Prices Are NOT Going To Collapse To Cost. Here's Why.
Samsung Electronics, SK Hynix and Micron latest earnings reports all have one thing in common- they were all record quarters. This comes in spite...
677 Views