Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
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4 Main Issues at Samsung Electronics EGM on Oct 27
What can we really expect from Samsung Electronics' extraordinary general meeting scheduled for Thursday (Oct 27) this week?SEC's EGM...
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Why Some Believe Samsung Restructuring Will Happen Earlier
Why do some people believe that Samsung restructuring will take place much earlier than widely expected? These people believe Samsung will make an...
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Possible Explanations For Samsung's Big Bath in 3Q16 for Note 7 Mess - Still Maintain Positive View
Samsung was initially believed to have reflected about ₩1tril for Note 7 damage in its first interim 3Q16 OP guidance of ₩7.8tril. After Samsung...
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Why Should We Buy Samsung? Note 7 Impact on OP Margins & Restructuring
Following is my rough calculation on Note 7 financial impact.Samsung has so far produced about 4.3 million units of Note 7. Of these 4.3 million...
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