Company Overview and News

3
Samsung Electronics: A Long-Term Buy

2018-09-20 seekingalpha
The company carries a lot of excess cash on the balance sheet (partially being returned to shareholders).
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13
My Quarterly Global Portfolio Update

2018-09-19 seekingalpha
Here is my second article about my quarterly portfolio performance (between June 2018 and August 2018).
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29
Pfizer Invests In Mini Brains, Kleiner Perkins Splits

2018-09-15 seekingalpha - 2
Welcome to Seeking Alpha’s Venture Capital Deals of the Week. Follow this account and turn on the e-mail alert to receive VCDeals in your inbox on Saturday mornings.
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2
Micron Investors: Be Happy About The Share Price Decline

2018-09-11 seekingalpha - 1
Micron's share price has declined due to negative analyst comments, but analysts have a history of being wrong regarding Micron's profitability.
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102
Toyota Puts $500M Into Uber's Self-Driving Tech

2018-09-01 seekingalpha
Welcome to Seeking Alpha’s Venture Capital Deals of the Week. Follow this account and turn on the e-mail alert to receive VCDeals in your inbox on Saturday mornings.
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Micron Looks Massively Mispriced

2018-08-28 seekingalpha
The semiconductor industry has been very cyclical in the past. The companies that are active in the space sometimes made it difficult for themselves when they built out capacity too fast.
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154
Micron Technology: The Current Stock Price Means No Growth Forever

2018-06-04 seekingalpha
In my previous article, I have written about why Micron Technology (MU) is worth around $90 per share, with my conservative assumptions. I also pointed out after going up a lot, it might experience a short-term pullback. And it did. Last Thursday, its shares lost nearly 8% in a single day, erasing most of the month's gain.
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204
Samsung Electronics: 5G And AI Create A New Cycle

2018-05-28 seekingalpha
We maintain BUY and our six-month-forward target price of KRW66,000 (the average of 10x 2018F EPS and 1.7x 2018F BPS, after the stock split) on Samsung Electronics (OTC:SSNLF)(OTC:SSNNF). We now believe Samsung will report KRW61.2tn in revenue and KRW15.7tn in operating profit for 2Q18, mostly unchanged from our previous estimates. We slightly raise our 2Q operating profit forecast is because we expect DRAM prices to increase more sharply than we previously thought.
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144
Micron Technology Is Worth More Than $90 Per Share, 50% Upside

2018-05-28 seekingalpha - 2
Industry consolidation improves return on investments for overall memory and storage industry to as high as 30%.
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35
Micron's DRAM Money Machine

2018-05-18 seekingalpha
Micron (MU) has an attractive PE ratio which a lot of investors are interested in. At 6.55, it’s quite low compared to others in the industry. However, in my article I would like to focus on something I think is really important for a manufacturing company with a high CAPEX like Micron and that is free cash flow per share and then where that cash is mostly coming from.
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11
Lenovo: Risk/Reward Still Not Attractive

2018-04-30 seekingalpha
With the shares trading at a multi-year low and sentiment apparently at rock bottom, Lenovo is an attractive target for bargain hunters.
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11
Micron Is Sitting In The Catbird Seat

2018-03-22 seekingalpha
The company's top line growth has been gaudy, driven by rising demand and pricing for DRAM.
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317
Why Semiconductors Are Hot And 'Retail' Tech Is Not - Yet

2018-03-12 seekingalpha
Have you noticed a lull in consumer technology in the last year and how 'innovation' to the end user has stalled?
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CUSIP: Y74718118