Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news fromĀ Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
680 Views
Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares
SummaryAfter the fine imposed by Korea and Taiwan Fair Trade Commission (KFTC and TFTC) together with losing BlackBerry Ltd (BB CN) arbitration...
384 Views
Quick Assessment of Samsung Electronics' New Shareholder-Friendly Steps
Samsung Electronics Co Ltd (005930 KS)'s 3Q earnings were pretty much in line with the market consensus.Below is the market consensus for SamE's...
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MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
281 Views