Samsung’s poor performance comes after the strong numbers (and stronger-than-expected) guidance from Micron (MU US). It underscores the complicated nature of the chip sector in the AI chip era – something that was further outlined by the latest global chip market data. Pelham Smithers discusses.
A director at Samsung Electronics bought 3,000 shares at 62,500.000KRW and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
SAN DIEGO--(BUSINESS WIRE)-- Kyocera, a global leader in ceramic cutlery, today announced the fall 2024 launch of its limited-edition, two-piece ceramic knife set commemorating its 40 years of ceramic cutlery innovation. Today marks the 40th anniversary of Japan’s first ceramic knife, introduced by Kyocera at Japan’s International Crafts Expo in Kyoto, Oct. 1, 1984. This press release features multimedia. View the full release here: Kyocera’s 40th Anniversary commemorative ceramic knives will be available late fall 2024 in a limited-edition gift set in either Botanical Green (left) or Aegean B...
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
Micron’s FY24 results are a reminder that the chip industry is still doing well. Pelham Smithers considers what is reflected in the shares price of the wafer fab equipment makers and highlights two Japanese plays that offer undemanding valuations.
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