Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

The COVID-19 pandemic has caused profound business shifts, resulting in near ruin for some sectors while strengthening others.  This Smartkarma Insight explores this phenomenon and shows how it relates to semiconductors.

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer demand stemming from digestion of that inventory.  This Insight examines that trend and its impact on stock prices.

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer demand stemming from digestion of that inventory.  This Insight examines that trend and its impact on stock prices.

Semis Moving from Inventory Build to Inventory Digestion

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group, after previously securitising shares in its domestic telco subsidiary is now further selling down its stake to raise cash. The question is for what?

Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group, after previously securitising shares in its domestic telco subsidiary is now further selling down its stake to raise cash. The question is for what?

Softbank – PM Masa Raising Cash From the Dusty Telco

Equity Bottom-Up

Earlier this week <a href="https://www.bloomberg.com/news/articles/2020-08-25/nintendo-plans-upgraded-switch-console-and-major-games-for-2021?srnd=technology-vp" target="_blank" rel="noopener">Bloomberg reported</a> that Nintendo could release an upgraded version of the Switch in 2021. Nintendo had previously stated that there would be no new versions before the end of 2020 but speculation had been rampant of an upgrade being in the works. As such the timing seems likely and we discuss our thoughts on the rumoured 4K functionality.

Earlier this week Bloomberg reported that Nintendo could release an upgraded version of the Switch in 2021. Nintendo had previously stated that there would be no new versions before the end of 2020 but speculation had been rampant of an upgrade being in the works. As such the timing seems likely and we discuss our thoughts on the rumoured 4K functionality.

As Softbank goes all in on its transformation into an investing company (is Dave Portnoy being hired directly or is Masa familiar enough with Scrabble to run the strategy himself?), we feel that recent moves by Arm point to a potential Nippon Paint redux swapping overvalued shares for even more overvalued shares.

As Softbank goes all in on its transformation into an investing company (is Dave Portnoy being hired directly or is Masa familiar enough with Scrabble to run the strategy himself?), we feel that recent moves by Arm point to a potential Nippon Paint redux swapping overvalued shares for even more overvalued shares.

Softbank – Is Son’s Next Robinhood Trade Going to Be Arm for Nvidia Shares?

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

The COVID-19 Pandemic and Semiconductors

The COVID-19 pandemic has caused profound business shifts,

Jim Handy

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...

Jim Handy

Softbank – PM Masa Raising Cash From the Dusty Telco

Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group,...

Mio Kato

Nintendo – A 4K Switch in 2021?

Earlier this week Bloomberg reported that Nintendo could release an upgraded version of the Switch in 2021. Nintendo had previously stated that...

Mio Kato

Softbank – Is Son’s Next Robinhood Trade Going to Be Arm for Nvidia Shares?

As Softbank goes all in on its transformation into an investing company (is Dave Portnoy being hired directly or is Masa familiar enough with...

Mio Kato

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