News on Qualcomm's 10nm Snapdragon 830 Delay and Might Switch Back to TSMC
Insight summary Economic Daily Headline News says Qualcomm's 10nm Snapdragon 830 production delay and expects Qualcomm to switch back to TSMC's...
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Samsung Electronics' Note 7 Impact to Continue Until First Quarter 2017, but Memory Recovering
Samsung Electronics estimates a negative operating profit impact of approximately mid- KRW 2 trillion in the fourth quarter of 2016 and a further...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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Samsung Electronics Drops Its Q3 Guidance on the Back of Galaxy Note 7 Production Halt
We make no changes to our KRW 1.5 million fair value estimate for Samsung Electronics following the company’s revised guidance for third-quarter...
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