Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
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Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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The Week That Was in NorthAsia@Smartkarma: Sep24
It has been another week in North Asia. North Korean missile/nuclear tests and threats? Check. Trump rhetoric on North Korea and football players?...
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Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored; the odds on...
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Toshiba Memory Corp Sales: More Solid Findings
More solid findingsAfter talking to more supply chain vendors related to Toshiba Memory Corp sales and we had more solid finds, however, we...
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