BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
427 Views
Japan Display--Priced for Demise; Set for Survival
Japan Display Inc. (JDI) is the largest supplier of LCD screens for Apple's iPhones, with roughly 35% market share, but because Apple's iPhone-8 is...
527 Views
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
519 Views
We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
353 Views
Hon Hai Attacks Samsung for What?
What is Hon Hai really thinking about its decision to stop supplying Sharp's LCD panels to Samsung?Let's first check the below data: Sharp produces...
387 Views