Toshiba – Our Concerns For This Crowded Theatre With One Exit
Toshiba struck an upbeat tone for their 1Q results pointing to “Core operating income” of ¥37.9bn in the quarter vs. just ¥9.0bn for the previous...
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Western Digital. NAND Recovery In Doubt As QoQ Revenue Downturn Forecasted
Western Digital reported earnings this week with revenues of $4.3 billion, marginally below the midpoint of their forecast. Their outlook for...
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Samsung Electronics - Bulls on Parade
Key reasons why Samsung Electronics (005930 KS) is gearing for a bull run. Key fundamental and non- fundamental reasons why Samsung Electronics...
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Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
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