In today’s briefing:
- Samsung Daily Buyback Flow Compiled (Excel): Notable Flow/Price Sync Pattern Identified
- Intel Layoffs Finally Kick Off With A Chaotic Start In Oregon
- McGraw Hill, Inc. (MH): Legacy Education Company Sets Terms, Down-Round from 2021 Purchase
- Taiwan Tech Weekly: Intel Tapes Out New Chips at TSMC – What It Means; PC Demand Growth in Focus
- Macquarie Telecom Group Ltd – The Overnight Report: US-EU Talks Calm Nerves
- Telenor ASA: Initiation of Coverage- How Strategic M&A Moves Could Reshape Europe’s Telecom Battlefield!
Samsung Daily Buyback Flow Compiled (Excel): Notable Flow/Price Sync Pattern Identified
- Daily buyback flow data for Samsung (ord + pref) since last Nov compiled — Excel file attached below.
- Started with ~1M/day (for ord), ramped up at 20–30%, then tapered post-60% — same playbook in both legs, with the second showing even more methodical, steady pacing.
- Price action tracked buyback flow closely — especially in leg 2, where the mid-heavy-light volume pattern showed strong consistency.
Intel Layoffs Finally Kick Off With A Chaotic Start In Oregon
- Despite initially WARNing of 529 job cuts in Oregon, the actual number turned out to be 2,392
- Only 9% of the Oregon cuts are in management positions
- Huge cuts in technical employees across the board with a total of thirty Principal Engineers losing their jobs in Oregon alone.
McGraw Hill, Inc. (MH): Legacy Education Company Sets Terms, Down-Round from 2021 Purchase
- McGraw Hill is offering 24.39mm shares at $19.00-$22.00 equating to a market cap of $3.6b-$4.2b and is scheduled to debut on July 24th.
- The company is backed by Platinum Equity, a private equity firm that acquired the company from Apollo Global Management for approximately $4.5 billion in August 2021.
- Private Equity IPOs are to be a theme in the 2H of 2025 and McGraw Hill will be a test for the market based on the financial profile.
Taiwan Tech Weekly: Intel Tapes Out New Chips at TSMC – What It Means; PC Demand Growth in Focus
- Intel Tapes Out New PC Chips on TSMC 2nm — Dual-Node Nova Lake Strategy Shows Dependence on TSMC… and Value of UMC for INTC in the Long-Term
- DRAM Memory Outlook — Nanya Results See Non-AI DRAM Demand Rebound; DDR4 Shortage Tightens, Expects Continued Strength in 2H25
- PC 2Q25: 6-7% Unit Growth YoY Is Pretty Good. 2025 Looks like a 5-6% Growth Year
Macquarie Telecom Group Ltd – The Overnight Report: US-EU Talks Calm Nerves
- A global perspective on what happened overnight
Telenor ASA: Initiation of Coverage- How Strategic M&A Moves Could Reshape Europe’s Telecom Battlefield!
- Telenor Group reported its first-quarter earnings with some notable results and strategic updates.
- The Group, which operates in the telecom industry, emphasized its efforts in promoting stability amidst geopolitical turbulence.
- Telenor continues to focus on enhancing its digital infrastructure to meet rising demands for sovereign and mission-critical solutions and has launched new services such as Splitt in the Nordics.
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