MediaTek Refocuses on Margin, Defocuses on the High-End Smartphone After the Management Changed
MediaTek is changing its focuses after the new Co-CEO Rick Tsai on board Refocuses on margin: Apart from the gross margin improvement in 3Q17 to...
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Apple Asks Operators to Take IPhone 6/6s Inventories to Secure IPhone 8 Quota
What's new?According to Commercial Times today, Apple Inc (AAPL US) asked Chunghwa Telecom Co Ltd (2412 TT), Far Eastone Telecomm Co Ltd (4904 TT),...
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The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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ASE Might Need Another Disposal Gain to Window Dressing 3Q17; SPIL Consolidation Is Still Unknown
Summary Need another property disposal gain to window dressing 3Q17: By removing 2Q's property disposal gain, ASE could only deliver NT$0.44 EPS...
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Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive
Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years...
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