Possible Explanations For Samsung's Big Bath in 3Q16 for Note 7 Mess - Still Maintain Positive View
Samsung was initially believed to have reflected about ₩1tril for Note 7 damage in its first interim 3Q16 OP guidance of ₩7.8tril. After Samsung...
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Why Should We Buy Samsung? Note 7 Impact on OP Margins & Restructuring
Following is my rough calculation on Note 7 financial impact.Samsung has so far produced about 4.3 million units of Note 7. Of these 4.3 million...
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Alphabet: Pixel Phones Being Underestimated In Light of Its Strong AI and Samsung's Problems
Launched four days ago, the Google Pixel phone has been generally perceived as overpriced and a me-too product. We disagree. The built-in Google...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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Important Regulatory Changes for IPOs on the KOSDAQ Exchange
There are some important regulatory changes that are coming to the IPOs market for companies listing on the KOSDAQ exchange in Korea. Although the...
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