FPCB Maker Interflex Will Enjoy Module Supply Biz Model in Samsung's OLED Supply Chain
Thanks to Samsung's OLED supply to Apple, Apple seems to be getting all FPCBs needed for iPhone 8 from Korean parts makers: Interflex (051370), BH...
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KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors
What's new?According to the Bloomberg News today...
217 Views
Chatbot - Unrealized Upside for Kakao
I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be...
299 Views
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...
247 Views
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...
311 Views