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...
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Action Points in Asia and US
Chartonics webcast Wednesday 15 February 2017Action points To view click on this link: https://www.screencast.com/t/UGCMYdBY9 5:43 min. T-Note -...
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Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
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Two Fan-Out Related Acqusitions in One Day; Any Other Target?
Two fan-out related acqusitions in one dayOn Feb 2, 2017, Veeco Instruments Inc (VECO US), a global leader of advanced thin film etch and...
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Apple Beats on Results but Misses on Guidance; Can IPhone 8 and Lawsuit Help?
Summary Guidance misses: Apple guides 1Q17 sales of US$51.5-53.5bn, -32% to -34% q/q and 2-6% y/y, 3% worse than Bloomberg consensus'. Also,...
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