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...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Qualcomm in Talks to Acquire NXP; Away from Smartphone but Move to Automotive
Executive summary According to The Wall Street Journal News, Qualcomm is in talks to invest over US$30bn in buying NXP and the deal could be done...
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Smartkarma - Special Situations Weekly Update (19 Sep 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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IPhone 7 Plus Teardown, Takeaways
After our earlier report "Anything Really New at IPhone 7 and Watch 2 Launch Event?" to discuss some incremental changes on iPhone 7 and 7 Plus...
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