2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
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Micron. Things Are Getting Better But They're Still Not Great.
Micron marginally beat on revenue and net income but delivered a worse than expected forecast for the current quarter with revenues down ~8%...
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Micron Expresses Hopes for Better Quarters Ahead
In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a...
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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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Samsung Elec Is Getting Hot: Pairs Trading Approach with KODEX 200
Samsung Elec is running away now. The shares are up a whopping 15% since Dec 4. We all know why. The memory chip stocks are quite active lately,...
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