Philoptics IPO Part 1 - Schedule, Financials & Valuation
What would be the hottest keyword in the global tech world so far this year? For me, I'd pick OLED. Samsung's GS8 wouldn't be so impressive without...
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DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
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Samsung Electronics - Trust Comeback
The Samsung Galaxy S8 is “the first true evolution after the first iPhone” – so said Apple co-founder, Steve Wozniak, in a recent interview. Coming...
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Korea: Post-Election Chaebol Reforms Likely to Disappoint Investors
The Korean equity market has performed well in both absolute and relative terms over the past twelve months and since the start of 2017, for four...
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China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
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