Possible Explanations For Samsung's Big Bath in 3Q16 for Note 7 Mess - Still Maintain Positive View
Samsung was initially believed to have reflected about ₩1tril for Note 7 damage in its first interim 3Q16 OP guidance of ₩7.8tril. After Samsung...
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Why Should We Buy Samsung? Note 7 Impact on OP Margins & Restructuring
Following is my rough calculation on Note 7 financial impact.Samsung has so far produced about 4.3 million units of Note 7. Of these 4.3 million...
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Alphabet: Pixel Phones Being Underestimated In Light of Its Strong AI and Samsung's Problems
Launched four days ago, the Google Pixel phone has been generally perceived as overpriced and a me-too product. We disagree. The built-in Google...
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Background & Impact of Samsung's Decision to Halt Note 7 Production
Unfortunate incident just continues to linger. Multiple news agencies are reporting that Samsung Electronics has temporarily halted production of...
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Samsung Electronics Forecasts 6% Earnings Growth Amid Lots of News Flow
We make no changes to our KRW 1.5 million fair value estimate for Samsung Electronics following the company’s guidance for third-quarter sales to...
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