Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others
Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...
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JPX Margin Trading Weekly (Jun 5th): Kioxia, SoftBank, Disco, Ibiden, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Disco (6146 JP), Ibiden...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
598 Views
š°š·šÆšµ That Was The Week That Was ā¢ North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
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Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
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