A Record 1Q for Samsung but Not Moving to Holding Company Structure; FVE Retained at KRW 2.2 Million
Samsung has announced very strong first-quarter earnings with operating profit of KRW 9.9 trillion, up 47% year on year and 7% sequentially on the...
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My Projected View on Samsung's Decision Not To Pursue Holdco Conversion
I think I should warn you that this piece is my personal and projected view. So, for anyone who wants to stay away from market noises, I recommend...
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Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
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