ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?
ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...
362 Views
TSMC Misses 1Q Sales Guidance and Will Likely Miss Margin Guidance and 2Q Consensus as Well
Summary TSMC misses 1Q17 sales guidance: Due to a stronger than expected NT$ appreciation to US$1 vs. NT$31.16, TSMC reports 1Q17 sales of...
284 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.2k Views
China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
309 Views
A Tough Year for SMIC to Grow in EPS; Buy the Growth Story or Sell on Earnings?
Summary Unexciting guidance for 1Q17 and 2017: Post our analysis, we estimate consensus to cut 2017 EPS growth for SMIC to 10% y/y or less. SMIC...
232 Views