Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
500 Views
SK Telecom Stub Valuation: Follow-Up Study
SKT delivered strong 1Q numbers. What's important here is that its key subsidiaries, particularly 11Street and ADT Caps, put up a strong...
583 Views
Korea Stock Market Monthly Recap #35 (April 2019)
The top 10 events impacting the Korean stock market, economy, & politics in April were as follows: TERRIBLE GDP IN 1Q19 SAMSUNG...
509 Views
Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
526 Views
Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
470 Views