Sword of Trump Hanging Over SMIC
xxx The Trump administration is considering whether or not U.S. agencies are in discussions to determine whether Semiconductor Manufacturing...
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StubWorld: Matheson/Strategic FY19 Results; Ayala Ai-Ya
This week in StubWorld ... Jardine Matheson Hldgs (JM SP), currently at an MSCI-inclusion high relative to Jardine Strategic Hldgs (JS SP),...
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Fundamental Factors to Consider When Trading ASM PT and ASMI
David Blennerhassett discussed ASM International’s outperformance against equity affiliate ASM Pacific Technology in ASMPT's Disconnect With ASM...
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ASMPT's Disconnect With ASM NA
Asm International Nv (ASM NA) is estimated to be trading at a 23% discount to NAV, off its recent narrowest of 15% last month, but elevated with...
656 Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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