4 Issues of SEC's Upcoming OGM & My Personal View
What would be discussed and voted at SEC's upcoming OGM? Samsung usually holds an OGM in the second week of March every year. But this year, things...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Samsung's Lee Is Arrested - 4 Key Issues for What Will Happen
Samsung Group's de facto leader Lee Jae-yong is now in jail. He is finally arrested. Of course, he isn't convicted of anything, but the court is...
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What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
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Investment Guide for LG's G6
Is anyone still interested in LG Electronics? I know this stock is hardly at the center of attention. But it has been one of the hottest stocks in...
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