Join this Featured Workgroup!
Elite Investors

This group is for elite investors and traders that are dedicated to participating in an active community that wants to learn from each other, share their research, and work together to do deep analysis of securities. The moderator of this group taught securities analysis at UCLA and is dedicated to helping other investors improve their abilities.

In this private group, membership is restricted and regular contributions are required. Any member not contributing on a regular basis will be removed to make room for a new member.

In your application messsage, please share your background and what you can contribute to the group.



Company Overview and News

244
Taiwan’s Technology Secrets Come Under Assault From China - WSJ

2018-07-01 wsj
HSINCHU, Taiwan—In late 2016, an engineer at Taiwan Semiconductor Manufacturing Co., the world’s largest contract chip manufacturer, received a call from a Chinese rival company asking if he would be interested in a job as chief engineer to advance work on chips used in mobile phones and game consoles.
SIUIF AAPL UMC NVDA 0981 QCOM SMI SPIL

13
US-China trade tussle forces China to reform faster, says asset manager Amundi

2018-06-21 scmp
Beijing is shifting its policy focus from cutting overcapacity to upgrading the value chain with national grants and support to IP that protect Chinese corporate interests
SIUIF 0981 SMI

32
Semiconductor Manufacturing International's (SMI) CEO Haijun Zhao on Q1 2018 Results - Earnings Call Transcript

2018-05-12 seekingalpha
Semiconductor Manufacturing International Corporation (NYSE:SMI) Q1 2018 Earnings Conference Call May 10, 2018 8:30 PM ET
TXN SIUIF MS.PRI MS.PRK MS.PRE MS.PRF MS.PRG MS 0981 MS.PRA SMI

13
Semiconductor Manufacturing International Corporation 2018 Q1 - Results - Earnings Call Slides

2018-05-12 seekingalpha
The following slide deck was published by Semiconductor Manufacturing International Corporation in conjunction with their 2018 Q1 earnings call.
SIUIF 0981 SMI

25
SMI / Semiconductor Manufacturing International Corp. - Stock Institutional Ownership and Shareholders - Fintel.io

2018-05-07 fintel.io
Semiconductor Manufacturing International Corp. (NYSE:SMI) has 75 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 804,465,586 shares. Largest shareholders include Datang Telecom Technology & Industry Holdings Co., Ltd., Dimensional Fund Advisors Lp, Renaissance Technologies LLC, Central Asset Investments & Management Holdings (HK) Ltd, Parametric Portfolio Associates Llc, Bank Of Montreal /can/, Millennium Management Llc, UBS Group AG, Profund Advisors Llc, and Aperio Group, LLC.
BMO BMQZF SIUIF UBS UBS.PRDCL BMO 0981 SMI ULSGF

13
China Invites Foreign Cash to Build a World-Class Chip Industry - Bloomberg

2018-04-25 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
SIUIF 0981 SMI

370
Chipmakers' Rout Widens After TSMC Ignites Smartphone Fears - Bloomberg

2018-04-20 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
SIUIF HXSCF STM BC94 SMSN DLGNF NVDA 0981 TOELY AMAT AAPL AVGO STM STMEF BRCM QCOM TOELF 8035 SMI 8036 SMSD HXSCL

43
China looks to speed up chip plans as U.S. trade tensions boil

2018-04-20 scmp
China’s chip push is at the heart of the trade stand-off with the United States. Beijing wants to boost its tech prowess and escape from its reliance on U.S. products. Washington sees the move as a direct challenge.
SIUIF INTC 0981 QCOM SMI

42
Exclusive: China looks to speed up chip plans as US trade tensions boil - sources

2018-04-19 channelnewsasia
China is looking to accelerate plans to develop its domestic semiconductor market amid a fierce trade stand-off with the United States and a U.S. ban on sales to Chinese phone maker ZTE that has underscored the country's reliance on imported chips.
SIUIF INTC 0981 QCOM SMI

42
Exclusive: China looks to speed up chip plans as U.S. trade tensions boil - sources

2018-04-19 reuters
BEIJING (Reuters) - China is looking to accelerate plans to develop its domestic semiconductor market amid a fierce trade stand-off with the United States and a U.S. ban on sales to Chinese phone maker ZTE that has underscored the country’s reliance on imported chips.
SIUIF INTC 0981 QCOM SMI

71
China Asks Qualcomm For More Remedies to Win NXP Approval - Bloomberg

2018-04-19 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
SIUIF HHGGY AVGO BRCM 0981 QCOM SMI

234
Why Memory Chips Won't Be Impacted By A Trade War In One Chart

2018-04-09 seekingalpha
Current bravado between the U.S. and China that could spark a trade war could also impact U.S. manufacturers of memory chips.
LRCX SSNLF SIUIF HXSCF WDC BC94 SMSN 0981 LSCC MU AMAT INTC SMI SMSD HXSCL

Related Articles

KTOV: Kitov Pharamceuticals Holdings Analysis and Research Report

14h - Asif

History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...

ATHX: Athersys Analysis and Research Report

15h - Asif

Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...

CYTX: Cytori Therapeutics Analysis and Research Report

2018-07-16 - Asif

General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...