Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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Asia Short Interest Weekly - Covering in HK Consumer Discretionary, Korean Banks, Taiwan Semis
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
507 Views
King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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