Sony - HQ Plays Down Expectations as Divisional Bosses Getting Excited
For several years, Sony's divisional bosses have had to walk a tightrope between being too pessimistic on the outlook and having HQ pull the plug...
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MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp
Key takeaways from MediaTek quarterly earnings conference 1Q beat on disposal gain but 2Q miss on all: Mediatek Inc (2454 TT) reports a better than...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
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