Mcnex - A Leading Producer of Camera Modules for Smartphones and Autos
Mcnex Co Ltd (097520 KS) is a leading Korean manufacturer of camera modules for smartphones and autos. Our base case valuation for the company is...
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Sony Struggles to Keep Up with Soaring Demand for Image Sensors for Smartphones
It was reported by Bloomberg that Sony is struggling to keep up with demand for its image sensors despite the company ramping up its production...
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Samsung C/1P Trade: Capitalize on Unusual Price Movement Last Friday
We saw an unusual price movement last Friday on Samsung Electronics 1P shares as the 1P price got pressed down at the latter part of the day. It...
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Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
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Korea - Hyundai Mobis Shorts Continue Covering
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 13 December.Current...
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