AliPay's US$200mil Investment in KakaoPay - Reality Check
Alipay's Ant Financial and KakaoPay (to be split off in this April as one of Kakao Corp's affiliate) join hands to allow cross-use of their systems...
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4 Issues of SEC's Upcoming OGM & My Personal View
What would be discussed and voted at SEC's upcoming OGM? Samsung usually holds an OGM in the second week of March every year. But this year, things...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
294 Views
Samsung's Lee Is Arrested - 4 Key Issues for What Will Happen
Samsung Group's de facto leader Lee Jae-yong is now in jail. He is finally arrested. Of course, he isn't convicted of anything, but the court is...
227 Views
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
399 Views