Asia Short Interest: Kuaishou, BYD, Galaxy, Sharp, Resona, Toshiba, Celltrion, Naver, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
326 Views
Samsung Surprisingly Cautious in 4Q Earnings Call
It's surprising how muted Samsung's outlook was in its 4Q20 earnings call when compared with Micron's call a month earlier. Here's some insight to...
439 Views
2020 Semiconductor Revenues Up 6.5%
How did the semiconductor market size up in 2020? This Insight shows that, despite COVID, the market enjoyed above-average growth, and appears...
343 Views
Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
261 Views
Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
377 Views