All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
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Samsung Electronics Stock Split Event Assessment
First, let me do a quick summary of this surprising decision. This is the link of the regulatory filing submitted by SamE about the stock...
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EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
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Korean Pref Shares: Closing the Gap [1]
In this report, we provide an analysis of Korean preferred shares. We explain how a well-chosen basket of Korean prefs are an attractive investment...
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Japan Display--IPhone X Weakness May Be a Godsend
There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has...
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