Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Thematic (Sector/Industry)

The Week that Was in Greater China @Smartkarma features important insights on China, Macau, Hong Kong and Taiwan published here during the previous week. This is a collaborative report written on a rotating basis by <a href="https://www.smartkarma.com/profiles/803" target="_blank" data-smartkarma-citation="accounts:803">Valerie Law, CFA</a>, <a href="https://www.smartkarma.com/profiles/820" target="_blank" data-smartkarma-citation="accounts:820">Scott Laprise/ 乐天虎</a>, <a href="https://www.smartkarma.com/profiles/9" target="_blank" data-smartkarma-citation="accounts:9">Ke Yan, CFA, FRM</a> and <a href="https://www.smartkarma.com/profiles/605" target="_blank" data-smartkarma-citation="accounts:605">Daniel Hellberg</a>. If you're interested in joining the group that produces this weekly roundup, please contact one of us directly.<h2>Sector and Company Insights</h2><a href="https://www.smartkarma.com/profiles/803" target="_blank" data-smartkarma-citation="accounts:803">Valerie Law, CFA</a>, published an update on Chinese private school…

The Week that Was in Greater China @Smartkarma features important insights on China, Macau, Hong Kong and Taiwan published here during the previous week. This is a collaborative report written on a rotating basis by Valerie Law, CFA, Scott Laprise/ 乐天虎, Ke Yan, CFA, FRM and Daniel Hellberg. If you're interested in joining the group that produces this weekly roundup, please contact one of us directly.Sector and Company InsightsValerie Law, CFA, published an update on Chinese private school…

The Week that Was in Greater China@Smartkarma - IPhone 8, Chinese Tourism, Auto Sales & More!

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

<ul><li>President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical Infrastructure” (the “Order”).1  </li><li>The Order mandates federal governmental review of cybersecurity policies and practices in two distinct but related spheres: (1) the federal Executive Branch, which “operates its information technology (IT) on behalf of the American people,” and (2) “the owners and operators of the Nation’s critical infrastructure.”</li><li>The Order also addresses, generally, consumer cybersecurity issues by highlighting the need to promote an “open, interoperable, reliable, and secure internet” and grow and train a workforce skilled in cybersecurity.</li><li>Its primary purposes appear to be (1) collecting information the Administration believes it needs to formulate its cybersecurity strategies; and (2) identifying avenues of potential cooperation between the federal government and other entities that are central to preserving the nation’s security.  </li></ul>

President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical Infrastructure” (the “Order”).1  The Order mandates federal governmental review of cybersecurity policies and practices in two distinct but related spheres: (1) the federal Executive Branch, which “operates its information technology (IT) on behalf of the American people,” and (2) “the owners and operators of the Nation’s critical infrastructure.”The Order also addresses, generally, consumer cybersecurity issues by highlighting the need to promote an “open, interoperable, reliable, and secure internet” and grow and train a workforce skilled in cybersecurity.Its primary purposes appear to be (1) collecting information the Administration believes it needs to formulate its cybersecurity strategies; and (2) identifying avenues of potential cooperation between the federal government and other entities that are central to preserving the nation’s security.  

Trump Executive Order Addresses Executive Branch, Critical Infrastructure Cybersecurity

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/18847" target="_blank" data-smartkarma-citation="entities:18847:1">TDK's</a> record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm</a>decided that it would make the ideal foundation for its entry into the Silicon in Package (SiP) RF module market. Then in an attempt to remove competition from the HDD suspension business it acquires <a href="https://www.smartkarma.com/entities/22920" target="_blank" data-smartkarma-citation="entities:22920:1">Hutchinson</a> a company that probably would have gone under fairly soon anyway. Fortunately, it turns out that Hutchinson has a valuable license to produce next-generation optical image…

TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the ideal foundation for its entry into the Silicon in Package (SiP) RF module market. Then in an attempt to remove competition from the HDD suspension business it acquires Hutchinson a company that probably would have gone under fairly soon anyway. Fortunately, it turns out that Hutchinson has a valuable license to produce next-generation optical image…

TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?

Investment Advisors, JL Warren Capital

Junheng Li

Investment Advisors

JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our sources in Taiwan, that the most recent build of the A11 wafer failed it’s third round of testing.  The next A11 wafer production re-qualification test run will occur this week with the results expected by second week in June. The re-qualification testing outcome of the A11 wafer is binary; either it meets or it fails the standard.  Assuming that June’s…

Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our sources in Taiwan, that the most recent build of the A11 wafer failed it’s third round of testing.  The next A11 wafer production re-qualification test run will occur this week with the results expected by second week in June. The re-qualification testing outcome of the A11 wafer is binary; either it meets or it fails the standard.  Assuming that June’s…

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>What did Phison say about Toshiba memory business sales?</h2>Economic Daily News reports CEO/Chairman of <a href="https://www.smartkarma.com/entities/18126" target="_blank" data-smartkarma-citation="entities:18126:1">Phison Electronics Corp (8299 TT)</a> Mr. KS Peng's view on Toshiba memory business sales. For the time being, <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp (6502 JP)</a> owns 10.06% of Phison outstanding shares, and Phison designs NAND flash controller and manufactures USB flash drive and SSD mainly on using Toshiba NAND. We thus expect KS' comments more close to reality than recent news suspected. <ol><li>
Focusing on Japanese investors: Phison…</li></ol>

What did Phison say about Toshiba memory business sales?Economic Daily News reports CEO/Chairman of Phison Electronics Corp (8299 TT) Mr. KS Peng's view on Toshiba memory business sales. For the time being, Toshiba Corp (6502 JP) owns 10.06% of Phison outstanding shares, and Phison designs NAND flash controller and manufactures USB flash drive and SSD mainly on using Toshiba NAND. We thus expect KS' comments more close to reality than recent news suspected. 
Focusing on Japanese investors: Phison…

What Phison/Partner Said About Toshiba Memory Sales?

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

The Week that Was in Greater China@Smartkarma - IPhone 8, Chinese Tourism, Auto Sales & More!

The Week that Was in Greater China @Smartkarma features important insights on China, Macau, Hong Kong and Taiwan published here during the previous...

Daniel Hellberg

Trump Executive Order Addresses Executive Branch, Critical Infrastructure Cybersecurity

President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical...

Dechert LLP

TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?

TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...

Pelham Smithers Associates

More Delays for OLED IPhone 8

Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our...

JL Warren Capital

What Phison/Partner Said About Toshiba Memory Sales?

What did Phison say about Toshiba memory business sales?Economic Daily News reports CEO/Chairman of Phison Electronics Corp (8299 TT) Mr. KS Peng's...

Andrew Lu

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