Discover Singapore: Memtech. ~30% Net Cash Company Trading At 8.3x Ex-Cash PE
We met with Mr. Chuang Tze Mon of Memtech International Ltd (MTEC SP) on Friday, 28 April 2017. This meeting was a post 1Q results briefing and an...
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Update on FY16 Results from Japan Export / Tech Sector - Delivering on Results, Not on Forecasts
If there's a trend to Japanese results season as far as the export / tech sectors are concerned it is "over-deliver on results, under-promise on...
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Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
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AAC Tech: 2016 Result and New Plan
Revenue grew by 32% to RMB15,506.8 million and net profit rose by 30% to RMB4,025.7 million year-on-year. Both are new highs Dual growth drivers...
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MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp
Key takeaways from MediaTek quarterly earnings conference 1Q beat on disposal gain but 2Q miss on all: Mediatek Inc (2454 TT) reports a better than...
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