Hurting Apple and Huawei if Open Market for Smartphone Is Emerging
An interview conducted by EE Times China with MediaTek Co-COO Jeffrey Ju has revealed the following points, which we see as possible multi-year...
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When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
509 Views
SEC-Huawei Lawsuit: No Short-Term Trading Opportunity for SEC but Long-Term Impact Remains Uncertain
It is not yet clear what intention Huawei has with its patent lawsuit against Samsung Electronics (SEC). But what appears certain at this point is...
172 Views
Interpreting LG Group Koo's Message: Selling Mobile Handset Business? and To Who?
Issue: Last week LG Group Chairman Koo Bon-moo said in a meeting with the management of the group’s affiliates that LG Group should proceed with...
201 Views
Two Reasons Why You Should Buy Crucialtec (Fingerprint Sensor Maker) Now
1. Who is Crucialtec (114120)? The company had long been known for its famous product called Optical TrackPad (OTP). But the entire OTP market had...
366 Views