Qualcomm/NXP Post Merger Analysis on Risks and Opportunities
We conclude the Qualcomm/NXP merger to deteriorate next few years GAAP margin, EPS, and gearing ratio but the merger helps Qualcomm in a long-term...
845 Views
MediaTek Sees Six Catalysts Beyond the Short-Term Miss
Summary Miss in 3Q16 results and likely miss in 4Q as well: MediaTek reports a worse 3Q16 EPS of NT$4.92 due to 2% lower sales on the shortage of...
223 Views
Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
195 Views
Qualcomm Buys NXP; from News to a Fact with Our Takeaways
Summary From news to a fact: Qualcomm today announce will acquire all of NXP shares at US$110 per share in cash (11.5% premium to the latest...
273 Views
ASE Guides a Softer ATM Sales on Android Smartphone Weakness
Summary Miss on results and guidance: ASE reports a worse than expected 3Q16 EPS of NT$0.67 on 11% weaker EMS sales, unexpected SPIL purchase...
190 Views