Samsung Life's SamE Stake Sale: Situations & Trade Angles
Samsung Life flew high yesterday with a 12.28% gain (and 8x DTV).The local street speculates that the imminence of the SamE stake sale was the main...
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NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
427 Views
Last Week in Event SPACE: Line Corp, Haier, Keppel, China Longyuan, Nichii Gakkan, Cromwell, PCCW
Last Week in Event SPACE ... Those participating in the recent letter-writing campaign will be upset with no change in the Tender Offer Price...
479 Views
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...
509 Views
Will Samsung Life Insurance Finally Be Forced to Sell Its Big Stake of Samsung Electronics?
In this insight, we discuss the increasing probability that Samsung Life Insurance may be finally forced to sell its 8.5% stake in Samsung...
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