Terrible Miss in 2Q17 to Drive More Downgrades; The Change of CEO Means a Change of Strategy?
Summary Terrible miss in 2Q17: SMIC guided 2Q17 sales of 6-3% q/q decline (vs. Bloomberg consensus' 5% q/q growth) with a 2ppts miss on a gross and...
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Is LG Electronics' Smartphone Biz Really Recovering or Just Profit Improvement by Cost Savings?
LG Electronics Inc (066570 KS) is one of the hot stocks in Korea in recent days. LGE's premium TVs are selling well. In fact, HE's 1Q17 OPM is up...
360 Views
Philoptics IPO Part 1 - Schedule, Financials & Valuation
What would be the hottest keyword in the global tech world so far this year? For me, I'd pick OLED. Samsung's GS8 wouldn't be so impressive without...
438 Views
DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
378 Views
Samsung Electronics - Trust Comeback
The Samsung Galaxy S8 is āthe first true evolution after the first iPhoneā ā so said Apple co-founder, Steve Wozniak, in a recent interview. Coming...
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