2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market.Ā In this post I will explain the typical memory...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI &Ā Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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DiSa (DISA SP): This Story Stock Is Growing as Samsung Starts Using Its Anti-Theft Technology
As I have written in the past the SGX is home to a great story stock: DiSa (DISA SP). If the company delivers on its promise it has the potential...
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Samsung Group Plans to Invest 180 Trillion Won in the Next Three Years
The Samsung Group announced a major plan today to invest 180 trillion won (about US$160 billion) in the next three years, including in major...
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Japan Display (6740)--June Quarter Could Be Quite Strong Given Samsung's Weak OLED Sales
Japan Display Inc. (JDI) could see better than expected earnings when it reports its Q1 (June quarter) results on August 8th, as iPhone 8/8+ and...
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