Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news from Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
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How Can Apple Guide Stronger 4Q17 on Back of IPhone X Production Delay?
How can Apple guide stronger 4Q17 on back of iPhone X production delay?After Apple Inc (AAPL US) reports 4% stronger 3Q17 sales than Bloomberg...
438 Views
Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications
iPhone X Further Delays?Definitely True! And it is all about LG Innotek Co Ltd (011070 KS). Somehow the camera module maker still suffers from...
305 Views
SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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