China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
179 Views
Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design
Summary Miss on 2Q17 guidance: Apple guides 2Q17 midpoint sales of US$44.5bn sales (-16% q/q and +5% y/y) which is 3% worse than Bloomberg...
358 Views
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...
344 Views
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...
193 Views
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...
307 Views