Samsung Electronics (005930-KR): Quality Generative AI Play, Trading at a Discount
In this insight, we analyse Samsung Electronics with a particular focus on the global Memory and Smartphone markets, company financials and growth...
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Digital Garage (4819 JP): Cheap, but Not Cheerful
DG is undoubtedly cheap and could be worth 2x more. However, closing this valuation gap remains challenging. Pasona is a cautionary tale that a...
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HDD C1Q Total Down but Nearline Up
HDDs for nearline storage showed considerable capacity growth between C4Q 2020 and C1Q 2021 with significant increases in average storage capacity...
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HDD C3Q Results, Continued Decline in Units but Growth in High Capacity HDDs
HDD Annual Shipments in continued decline, high capacity HDD shipments expected to grow. C3Q benefited from consumer sales and continued capacity...
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🇯🇵 JAPAN • Results & Revisions 11th August - Softbank, NTT, Workman, Matsu'kiyo,
•BEST & WORST 7th AUGUST •The 'best' of Tuesday's large-cap announcements came from food retailer Yaoko (8279 JP), the worst from Toshiba Tec...
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