Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
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Stronger DRAM Contract Might Offset the Spot Softness for Vendors; Valuation Tells Us One Thing
Summary Better than expected DRAM contract: Despite a likely single digit q/q decline on DRAM spot price to fall below US$3 in 2Q17, DDR3 4Gb DRAM...
400 Views
Sony (6758) Investor Day: Management, It's Time to Start Shedding Light on Potential Growth Drivers
Valuing Sony is always something of a subjective exercise. Our preferred way is to strip out financial services and the pictures division and look...
298 Views
Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ¥2.8 trillion....
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DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
424 Views