Gap Trades in Korean Prefs Vs Common Share Pairs in 4Q 2023
In this insight, we discuss numerous gap trades involving Korean preferred and common shares in 4Q 2023. Typically, fourth quarter is when pref...
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Is Samsung M&A About to Happen?
We have been awaiting for a M&A announcement from Samsung Electronics for years. Is this the time to do it? Why it would make sense that M&A...
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Softbank Seeking A "Strategic Alliance" Between Samsung Electronics and ARM?
According to Nikkei newspaper, Apple and Samsung Electronics plan to invest in SoftBank Group owned chip designer Arm at its initial public...
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Gap Trades in Korean Prefs Vs Common Share Pairs in 3Q 2023
In this insight, we discuss numerous gap trades involving Korean preferred and common shares in 3Q 2023. Among the 28 major pair trades, 9 of the...
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Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
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