ASE Guides a Softer ATM Sales on Android Smartphone Weakness
Summary Miss on results and guidance: ASE reports a worse than expected 3Q16 EPS of NT$0.67 on 11% weaker EMS sales, unexpected SPIL purchase...
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Smartkarma - Special Situations Weekly Update (19 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Smartkarma - Special Situations Weekly Update (12 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Supply Chain Impacts Due to Note 7 Battery Explosion Case
What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case"Â Â to highlight...
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Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
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