We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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Hon Hai Attacks Samsung for What?
What is Hon Hai really thinking about its decision to stop supplying Sharp's LCD panels to Samsung?Let's first check the below data: Sharp produces...
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Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
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Bingo, Apple Sees the Best Ever Apple Watch 2 Sales; Positive to Its Suppliers
Summary What's new? Sales of the Apple Watch to consumers (not on retailers' shelves) set a record or is off the charts during the first week of...
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