Update on LG Display's Flexible OLED Situation
LG Display Co Ltd (034220 KS) is now hitting 52-week highs. It'd not be hard to make a reasonable guess on why its price is going strong now. The...
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Summary of Innox Corp's Holdco/Opco Demerger
In this piece, I summarized Innox Corp (088390 KS)'s regulatory filing for demerger into holdo and opco. Innox is undoubtedly one of the hottest...
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Semi-Equipment Top Pick: Â Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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Stark Reality of VR Market - Telcos Are Pushing VR for 5G in Korea
Virtual Reality (VR) is not really taking off. We had and we are still having high expectations on VR, but the actual sales numbers are quite...
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Samsung Sold Shares in Four Tech Firms, ASML, Rambus, Seagate & Sharp - Interpretation?
Early this morning, Samsung Electronics made an official announcement that it had sold its shares in some of its overseas tech firms. Following are...
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