Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

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Thematic (Sector/Industry)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2><ul>
<li>Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower margins, and US$0.04 lower 4Q16 EPS.</li>
<li>
Demand driver was the client computing; in-house inventory was healthy: Client computing (21% q/q) drove the 3Q16 sales growth of 17% q/q and contributed 74% q/q growth on operating profits. Intel reports 3Q16 2.99 months of inventory, down 4% q/q and only 5% higher than 3-year Avg of 2.85 months but comments few days…</li>
</ul>

Summary
Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower margins, and US$0.04 lower 4Q16 EPS.

Demand driver was the client computing; in-house inventory was healthy: Client computing (21% q/q) drove the 3Q16 sales growth of 17% q/q and contributed 74% q/q growth on operating profits. Intel reports 3Q16 2.99 months of inventory, down 4% q/q and only 5% higher than 3-year Avg of 2.85 months but comments few days…


Intel Guides a Pause in 4Q16; Losing Short Term Momentum

Japan

SHINKO ELECTRIC INDUSTRIES CO., LTD. designs, manufactures, and markets advanced electronic materials, such as semiconductor packages, including leadframes, and PLP(Plastics Laminated Packages).  The Company markets its products worldwide through a network of sales offices in such places as the Philippines, Germany, and Hong Kong.

Price Gauge
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Shinko Electric Industries (6967 JP)

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...

Euromonitor International Ltd.

Intel Guides a Pause in 4Q16; Losing Short Term Momentum

Summary Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower...

Andrew Lu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)