China Smartphone Market H1 2017 & IPhone CQ2 Preview
Weak China Sales Weighed in iPhone Global Shipment in CQ2In H1 2017, ~19 mm iPhones were activated in China, representing an 8% decline...
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ASE Might Need Another Disposal Gain to Window Dressing 3Q17; SPIL Consolidation Is Still Unknown
Summary Need another property disposal gain to window dressing 3Q17:Â By removing 2Q's property disposal gain, ASE could only deliver NT$0.44 EPS...
389 Views
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
310 Views
SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?
Much as Softbank (9984 JP) keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the...
246 Views
Summary of LG Display's July 25 Investment Announcement
It is a bit confusing to exactly know how much money will go to which fab line. I'm talking about LG Display Co Ltd (034220 KS)'s OLED investment...
361 Views