New Features on Samsung's GS8 & Possible Beneficiaries in Samsung Ecosystem
WSJ reported that Samsung's GS8 will likely be released as late as April next year instead of next year's MWC (February). Traditionally, Samsung...
673 Views
Huawei Might Be the Next One See Y/Y Decline After Apple and Xiaomi in China
Summary What's new? Strategy Analytics reported China smartphone shipments grew 15% y/y and 11% q/q to 121mn units in 3Q16 and Huawei maintained...
318 Views
Samsung's Top & Backup Options for Restructuring - Prediction on Its Response to Elliott
Korea's Fair Trade Commission official (Kim Jung-ki) has officially said last week (Nov 1) that FTC would submit an amendment to the current fair...
210 Views
Positive Catalysts Ahead, Structural Story Intact; Buy Samsung
Focus on shareholder returns policy, structural 'storage' led growth; valuations still compelling after Note 7 discontinuation, recommend...
175 Views
Qualcomm Guides Flattish 4Q16 After Losing Apple and Samsung Orders
Summary Beat in 3Q16 results but miss in 4Q16: Qualcomm reports a stronger 3Q16 EPS of US$1.07 due to 3% better in MSM shipment, 22% higer device...
208 Views