Smartphone Activation Monthly Data => April Smartphone Activation Down 4% Y/Y and Down 9% M/M
In April, ~30.3 mm smartphones were activated in China, representing a ~4.4% decline year-over-year. For the period, January - April 2017, ~139 mm...
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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...
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Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?
TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...
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