Cash In On Samsung Electronics Despite Continued Share Buyback at Record High Price?
The debate over whether to hold or realize profits from Samsung Electronics (005930) is continuing to linger in Korean stock market. Even though...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Update on Samsung's Recent Actions for P-OLED, Foundry & Automotive
This is an update report on Samsung's recent strategic actions for its display panel, semiconductor and automotive businesses. I think Samsung has...
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Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
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More Positives for Panasonic Vs Tesla
As was made clear in the latest ¥400 billion shelf filing, Panasonic is going ahead with the commitment to invest US$1.6 billion in Tesla's Arizona...
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