IPhone Shipment; EVT Specs and Trump Tariff
In current environment, we believe that Apple Inc (AAPL US) is both an alpha and best short idea. On the company specific level, the iPhone (~65%...
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A Historic Meeting Between Trump and Kim Jong-Un
It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first...
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Samsung SDI (Major Highlights of 4Q17 Conference Call)
This note provides the major highlights of Samsung SDI Co Ltd (006400 KS)'s 4Q17 conference call which was held on January 23rd. Samsung SDI's 4Q17...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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Samsung Governance Reform - Why Local Institutions Turning Away from C&T?
It certainly seems that this is a very rare event. Honestly, I don't recall anything like this, that one of Korea's top regulation agencies...
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