AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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âPeak Smartphoneâ Thesis Goes Mainstream, as EM Disappoints BullsâŚ
TSMCâs weak guidance last week and Q2 shipment downgrades for Apple reflect the âpeak smartphoneâ underweight stance on the Asian supply chain...
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Bears Become Endangered Species, as Tech Faces Zeitgeist ShiftâŚ
Itâs rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for âmelt upâ...
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10 Million Units IPhone X Order Cut into Holiday Season
Our market checks suggest that over the past few weeks, Apple Inc (AAPL US) trimmed their CQ1 2018 iPhone X orders by ~10mm units to some...
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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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