Korea Shorts Data Analysis (#3): LG H&H, Amorepacific, KMW, Hotel Shilla, & DSINFRA
This is our third edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
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LG Electronics' Decision to Halt Smartphone Production in Korea - No Mas!
Chairmain Koo wants to make some big changes to improve profitability of LG Electronics - The company's decision to stop production of smartphones...
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LG Group Restructuring: Holdings a CLEAR 'LONG' & LGE 'Short' in Market Neutral Setup
It seems highly probable that Koo Bon-joon will take LGE VC unit's motor manufacturing along with LG Innotek's automotive electronics in an effort...
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AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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