Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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Sharp: Heavy Net Losses As Expected, But No New News
The Nikkei carried an article this morning (also reported by Reuters) saying Sharp would show net losses of "around 300bn yen" for the 2015 fiscal...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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Sharp & Hon Hai: Promise Rings Exchanged
Sharp and Hon Hai Precision today finally had their board meetings to respectively approve the deal which has been so fraught with potential...
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