Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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APTC (089970): IPO Valuation Study
Below is the regulatory filing for the APTC Co Ltd (089970 KS) IPO. Link: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20180802000306 For more...
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ASML Holdings Bull Triangle Play
ASML Holdings ADR bullish triangle is yet another tech play that has lagged the SOX rise and set to drive higher out of this four month sideways...
277 Views
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?
SummaryDespite much in line 2H17 comparing to consensus estimates, we believe analysts are looking TSMC beyond 2H17 for Qualcomm's 7nm orders back...
522 Views