Sharp MoM Decline In January Semi WFE Sales Casts A Spanner In Second Half Recovery Works.
According to SEMI, North American (NA) WFE sales for January 2019 fell to $1.9 billion, down ~10% sequentially and ~20% YoY. This was an abrupt...
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Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
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A Surprising Finding of Stock Outperformance & Quarterly Earnings Conference Call Recording in Korea
In this report, we provide a finding which may surprise some of the readers. We have checked homepages of the top 100 companies in KOSPI by market...
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Semiconductor Memory Business Shrinking Fast
Earnings have been announced for Intel, Samsung, SK hynix, and Western Digital, and the memory business is clearly undermining all of these...
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2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
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