Toshiba Vs. WDC: Reconciliation Before 14 Jul In Toshiba's Best Interests But Appears Unlikely
As the Toshiba Memory saga drags on several developments have us believing that WDC is gaining an edge in negotiating position. The EU announced...
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Mechanics & Scenario Analysis of SK Telecom's Transformation into a Holdco + Merger
In our previous report, SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality, we explained how SK Telecom is closer to...
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Korea Stock Market Monthly Recap #15 - (June 2017)
Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%)....
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Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
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SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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