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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
— Michael Kass
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
Samsung Electronics fell amid geopolitical concerns regarding U.S. chip restrictions and South Korean martial law fallout. The manager views...
More institutional theses from Baron Emerging Markets Fund
We increased exposure to our semiconductors/AI theme by initiating a position in MediaTek Inc., the world's largest supplier of consumer and mobile system-on-chips. The company is...
During the quarter, adding to our global security/supply chain diversification theme, we accumulated positions in Zijin Gold International Company Limited and Data Patterns (India) Limited. Zijin Gold, the...
Data Patterns is a leading designer and manufacturer of mission-critical electronics for the defense and aerospace sectors in India. With over four...