Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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News Said Intel Will Push 7nm Ramp-Up to 2022 from 2020?
What's new?According to the Motley Fool news, Intel has posted an updated version of job listing for processor designers from 2020 to 2022 and...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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Cash In On Samsung Electronics Despite Continued Share Buyback at Record High Price?
The debate over whether to hold or realize profits from Samsung Electronics (005930) is continuing to linger in Korean stock market. Even though...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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