Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2><p><em>Despite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well released by the earlier news, we strongly believe <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a>'s new iPhone X to out sell iPhone 8 and 8 plus combined starting November 3. This should result in weaker 3Q17 and early 4Q17 iPhone (8 and 8 plus) shipment and blended ASP but stronger late 4Q17 and 1Q18 iPhone (X) shipment and ASP than past few years to mainly benefit iPhone X</em>…</p>

SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well released by the earlier news, we strongly believe Apple Inc (AAPL US)'s new iPhone X to out sell iPhone 8 and 8 plus combined starting November 3. This should result in weaker 3Q17 and early 4Q17 iPhone (8 and 8 plus) shipment and blended ASP but stronger late 4Q17 and 1Q18 iPhone (X) shipment and ASP than past few years to mainly benefit iPhone X…

Apple New IPhones and Watch 3: All New Features Are in the Price?

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

<p>A source tells CTFN that Viavi Solutions Inc. explored selling itself before the split from Lumentum Holdings Inc. &nbsp;In the meantime, while&nbsp;Viavi has hired bankers and settled with Sandell, Viavi's business remains in transition, raising questions about the timing of any strategic outcomes.</p>

A source tells CTFN that Viavi Solutions Inc. explored selling itself before the split from Lumentum Holdings Inc. &nbsp;In the meantime, while&nbsp;Viavi has hired bankers and settled with Sandell, Viavi's business remains in transition, raising questions about the timing of any strategic outcomes.

Viavi Solutions No Longer in Active Sale Mode

United States

Lumentum Holdings Inc. operates as a holding company. The Company, through its subsidiaries, supplies optical and photonic products. Lumentum Holdings serves data communications and telecommunications, networking, and life-sciences markets worldwide.

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Lumentum Holdings (LITE US)

Apple New IPhones and Watch 3: All New Features Are in the Price?

SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well...

Andrew Lu

Viavi Solutions No Longer in Active Sale Mode

A source tells CTFN that Viavi Solutions Inc. explored selling itself before the split from Lumentum Holdings Inc. In the meantime, while Viavi...

CTFN

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52-week Range

Market Cap (USDm)

P/E

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