SOX Bleed into NDX, SPX and Global Tech Playing Out
We outlined the domino tech breakdown cycle in our SOX Cracks that Would Impact the Global Tech Cycle on April 29 where "semi’s tend to lead the...
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Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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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...
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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...
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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...
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