SMIC Guides Another Miss- Heavy Capex Seems Not Turning into Sales and Profits
Another major miss in 3Q17After a small miss in 2Q17 numbers (please see our earlier report "Terrible Miss in 2Q17 to Drive More Downgrades; The...
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Terrible Miss in 2Q17 to Drive More Downgrades; The Change of CEO Means a Change of Strategy?
Summary Terrible miss in 2Q17: SMIC guided 2Q17 sales of 6-3% q/q decline (vs. Bloomberg consensus' 5% q/q growth) with a 2ppts miss on a gross and...
392 Views
ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is sellingĀ US$270m ofĀ Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
466 Views
TSMC Misses 1Q Sales Guidance and Will Likely Miss Margin Guidance and 2Q Consensus as Well
Summary TSMC misses 1Q17 sales guidance: Due to a stronger than expected NT$ appreciation to US$1 vs. NT$31.16, TSMC reports 1Q17 sales of...
424 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US)Ā reported that aggregate usageĀ on YouTube had reached 1bn hours per day, a 10x increase from 2012. TheĀ company...
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