Huawei Might Be the Next One See Y/Y Decline After Apple and Xiaomi in China
Summary What's new? Strategy Analytics reported China smartphone shipments grew 15% y/y and 11% q/q to 121mn units in 3Q16 and Huawei maintained...
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Samsung's Top & Backup Options for Restructuring - Prediction on Its Response to Elliott
Korea's Fair Trade Commission official (Kim Jung-ki) has officially said last week (Nov 1) that FTC would submit an amendment to the current fair...
333 Views
Positive Catalysts Ahead, Structural Story Intact; Buy Samsung
Focus on shareholder returns policy, structural 'storage' led growth; valuations still compelling after Note 7 discontinuation, recommend...
206 Views
Qualcomm Guides Flattish 4Q16 After Losing Apple and Samsung Orders
Summary Beat in 3Q16 results but miss in 4Q16: Qualcomm reports a stronger 3Q16 EPS of US$1.07 due to 3% better in MSM shipment, 22% higer device...
308 Views
Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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