All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
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Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
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Japan Display--IPhone X Weakness May Be a Godsend
There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has...
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AAPL CQ1 Guidance Likely a Miss, Busting IPhone X "Super-Cycle" Expectation
While many Apple Inc (AAPL US) analysts in the US are still living their Christmas dream, workers on the iPhone X production line at Hon Hai...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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