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...
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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...
207 Views
Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
160 Views
Global Wafer Corp (6488 TT): Imminent Industry Consolidation a Positive; Company Visit Note Summary
Global Wafer (6488 TT): Purchase of Sun Edison Semi (Semi US) will move GWC to #3 global supplier and 17% market share, after Shin-Etsu and Sumco...
285 Views