Qualcomm/NXP Post Merger Analysis on Risks and Opportunities
We conclude the Qualcomm/NXP merger to deteriorate next few years GAAP margin, EPS, and gearing ratio but the merger helps Qualcomm in a long-term...
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Amkor Beats on Structural Improvement or Pre-Merger Windows Dressing?
3Q16 results and 4Q16 guidance beat Bloomberg consensus Results beat: Amkor Technology Inc (AMKR US) reports 3Q16 EPS of US$0.25, which was US$5...
381 Views
Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
306 Views
ASE Guides a Softer ATM Sales on Android Smartphone Weakness
Summary Miss on results and guidance: ASE reports a worse than expected 3Q16 EPS of NT$0.67 on 11% weaker EMS sales, unexpected SPIL purchase...
288 Views
Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
466 Views