MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018
What degree of the estimate cut likely coming? Lower 1H18 sales: Bloomberg consensus expects Mediatek Inc (2454 TT) 1Q18 sales of -6% q/q and 1%...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
411 Views
Resolution of Apple-Qualcomm IP Dispute in China Likely to Take Years
Qualcomm’s complaints against Apple filed in the Beijing Intellectual Property Court on September 29, asserting infringement of three patents, are...
126 Views
Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
226 Views
Last Week in Event SPACE - NTT Docomo, Hyundai Merchant, Interflex, AWE, NXP
Last week, NTT Docomo Inc (9437 JP) appears a better call than NTT (Nippon Telegraph & Telephone) (9432 JP); underwriters are holding 15% of...
253 Views