reports
Samsung Electronics Co: 1 director
A director at Samsung Electronics Co bought 7,728 shares at 77,440.308KRW and the significance rating of the trade was 73/100. 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 y...
- Pierre FerraguÊ
Bible 4Q23 – Memory: manufacturer inventories are the last piece of th...
Today, we are publishing the Memory section of our 22nd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. The recovery is...
- Pierre FerraguÊ
Consensus gets something wrong about memory. Expect major beats in the...
With AI cluster deployments, we have showed overall datacenter spending will be very strong in the next 5 years, and drivers of increase in memory intensity are, if anything, getting stronger. In that context, we expect memory COGS, which is the only metric reflecting the actual deployment of memory content, to grow ~20% p.a. in coming years. Our analysis this frontally conflicts with consensus expectations, and we anticipate significant and steady revisions of expectations and record valuatio...
- MarketLine Department
Japan Display Inc - Strategy, SWOT and Corporate Finance Report
Summary Japan Display Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Japan Display Inc (JDI) provides small and medium-sized display panels. The company manufactures and sells small and medium-size displays and related products in Japan and other markets. Its...
- Pierre FerraguÊ
Bible 2Q23 – Memory: bottom confirmed, but recovery will take time.
Today, we are publishing the Memory section of our 20th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Smartphones, Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Mem...
- MarketLine Department
Konka Group Co Ltd - Strategy, SWOT and Corporate Finance Report
Summary Konka Group Co Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Konka Group Co Ltd (Konka) is a developer, manufacturer, and marketer of a consumer electronics and home appliances. The company's product portfolio comprise of television, refrigerator, ai...
- Pierre FerraguÊ
- VRS RESEARCH TEAM
APPLE INC. Flash Note
Apple Inc. (Apple) designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories and sells a range of related services. The Company’s products include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories. The Company operates various platforms, including the App Store, which allows customers to discover and download applications and digital content, such as books, music, video, games and podcasts. Apple off...
- Pierre FerraguÊ
- Pelham Smithers
PSA Market Strategy: Japan Perspective for 2023
At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
005930 SAMSUNG ELECTRONICS CO. LTD.
V VISA INC. CLASS A
ATVI ACTIVISION BLIZZARD INC.
LLOY LLOYDS BANKING GROUP PLC
9020 EAST JAPAN RAILWAY COMPANY
9684 SQUARE ENIX HOLDINGS CO. LTD.
9983 FAST RETAILING CO. LTD.
6861 KEYENCE CORPORATION
8411 MIZUHO FINANCIAL GROUP INC.
3349 COSMOS PHARMACEUTICAL CORPORATION
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
9468 KADOKAWA CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6301 KOMATSU LTD.
8058 MITSUBISHI CORPORATION
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
7211 MITSUBISHI MOTORS CORPORATION
6981 MURATA MANUFACTURING CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
8053 SUMITOMO CORPORATION
6762 TDK CORPORATION
4502 TAKEDA PHARMACEUTICAL CO. LTD.
7203 TOYOTA MOTOR CORP.
9021 WEST JAPAN RAILWAY COMPANY
2413 M3 INC.
7270 SUBARU CORP
6506 YASKAWA ELECTRIC CORPORATION
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
36350 KOEI TECMO
9988 ALIBABA (9988 HK)
3394 JT MONEY FOWARD
4051 JT GMO FINANCIAL GATE (4051 JT)
TSE:4477 BASE INC
4259 JT EXAWIZARDS INC
- Sid Rajeev
- Pierre FerraguÊ
- Pierre FerraguÊ
Semi cycle health check: Deep memory pullback overlooked; steep recove...
As we enter earnings season, we wanted to give our readers the latest snapshot of our views on where we stand in the semi-cycle, by segment. We publish the fifth note of the series, on memory. Our latest datapoints & thoughts summarized on a single slide
- Pelham Smithers
PSA Technology: The Global Semiconductor Industry – Introduction to th...
The development of the DPU is probably as significant for the semiconductor and data centre industries as it is for the companies in the race to bring it to market. We see the DPU being a large market in its own right, but one that also facilitates a furthering of the data storage boom and AI / ML, which itself has a positive feedback loop for the semiconductor industry. Pelham Smithers discusses the key players and identifies who is punching above their weight and who is at risk of falling behi...
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
VMW VMWARE INC. CLASS A
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
MRVL MARVELL TECHNOLOGY GROUP LTD.
6920 LASERTEC CORP.
9984 SOFTBANK GROUP CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
0530153D ALPHABET HOLDING CO INC
DELL DELL TECHNOLOGIES INC CLASS C
ALKAL KALRAY
- Sumeet Singh
- Pierre FerraguÊ
WDC special situation: What you need to know ahead of the CMD
We are “NAND believers”. The segment returns are still much lower than in DRAM, but we see that as the consequence of continued fast declines in manufacturing cost, and not eternal. In 5+ years from now, we see NAND as profitable as DRAM, and therefore has a lot of hidden value. In that context, we have written a lot about consolidation opportunities in NAND, and we are thrilled to see things moving forward at WDC. Ahead of tomorrow’s CMD, we publish a comprehensive review of where NAND stands ...
- Pierre FerraguÊ
Transition to Gate All Around in two simple slides
As a follow-up to the work we published last week on upcoming technology migrations at the top 3 semiconductor manufacturers, we pulled together two simple slides to explain how the transition to Gate All Around is likely to affect competitive dynamics.
- Pierre FerraguÊ
ASUSTEK COMPUTER sees a downgrade to Neutral on account of less fundam...
The independent financial analyst theScreener just lowered the general evaluation of ASUSTEK COMPUTER (TW), active in the Semiconductors industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date January 25, 2022, the closing price was TWD 360.00 and its targe...
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