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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Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news from Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
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How Can Apple Guide Stronger 4Q17 on Back of IPhone X Production Delay?
How can Apple guide stronger 4Q17 on back of iPhone X production delay?After Apple Inc (AAPL US) reports 4% stronger 3Q17 sales than Bloomberg...
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IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications
iPhone X Further Delays?Definitely True! And it is all about LG Innotek Co Ltd (011070 KS). Somehow the camera module maker still suffers from...
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