FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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China's Nationwide Social Credit Score System in 2020 - How Will This Impact the Rest of Asia?
This is a follow-up to Stewart Paterson's intriguing note Has The New Cold War Started? Foreign Investors in China Take Note and Get Out. Stewart...
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Dreamtech IPO Preview (Part 1)
Dreamtech Co Ltd (192650 KS) is an IPO in Korea which is expected to be completed in November 2018. Established in 1988, Dreamtech makes modules...
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Growing Semiconductor Sales, Samsung Record Guidance & Stable DRAM Pricing Belie Sector Doom & Gloom
Three important data points in recent weeks point to continued strength in the global semiconductor markets in the face of increasing pessimism and...
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Smartkarma’s Week that Was in JP/KR: King Street Vs. Toshiba, Korea's Donki, and SKT Split
Below is the list of the Japan/Korea related posts put on the Smartkarma platform last week. It was a holiday week for both Japan and Korea. So, we...
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