What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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Tesla - Missed Model 3 Deliveries as Expected; More Value at Its Suppliers than Tesla Itself
What's new?According to Tesla Motors Inc (TSLA US)'s press release yesterday, Tesla delivered 26,150 vehicles in 3Q17, up 19% q/q and up 5% y/y...
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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Japan Display--Priced for Demise; Set for Survival
Japan Display Inc. (JDI) is the largest supplier of LCD screens for Apple's iPhones, with roughly 35% market share, but because Apple's iPhone-8 is...
417 Views
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
400 Views