How Will Trump Shape up the Global Technology Industry in Next Four Years?
Summary Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop...
248 Views
SMIC Delivers Another Strong Quarter but Guides a Softer 4Q16 Bottom Line
Summary 3Q16 beats but a softer 4Q16 bottom line: SMIC reports stronger 3Q16 EPS of US$0.22 cents on 2% better sales, 2ppts better op margin, and...
241 Views
Huawei Might Be the Next One See Y/Y Decline After Apple and Xiaomi in China
Summary What's new? Strategy Analytics reported China smartphone shipments grew 15% y/y and 11% q/q to 121mn units in 3Q16 and Huawei maintained...
325 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...
164 Views
Qualcomm/NXP Post Merger Analysis on Risks and Opportunities
We conclude the Qualcomm/NXP merger to deteriorate next few years GAAP margin, EPS, and gearing ratio but the merger helps Qualcomm in a long-term...
843 Views