HTC (2498) - Follows Oculus in VR Headset Price Cut

Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Equity Bottom-Up

<p>This potential deal has been well flagged but in light of out <a href="https://www.smartkarma.com/insights/asia-pacific-x-japan-portfolio-builder-5-taiwan-aa-avoid-the-etf-underweight" target="_blank">Taiwan asset allocation piece</a>, we would like to give our short view.  </p><ul><li>Potentially this is the final piece of the puzzle for Alphabet to build a successful handset business.  Unlike Google's prior Motorola purchase, HTC makes handsets that are well received by the mobile community.  The major problem for HTC is getting those phones into the hands of consumers.  Its brand spending and brand power are just too low as well as its software…</li></ul>

This potential deal has been well flagged but in light of out Taiwan asset allocation piece, we would like to give our short view.  Potentially this is the final piece of the puzzle for Alphabet to build a successful handset business.  Unlike Google's prior Motorola purchase, HTC makes handsets that are well received by the mobile community.  The major problem for HTC is getting those phones into the hands of consumers.  Its brand spending and brand power are just too low as well as its software…

HTC Suspends Shares on Rumour of Sale of Handset Business to Alphabet - No Need for Samsung to Worry

HTC Corp

HTC Suspends Shares on Rumour of Sale of Handset Business to Alphabet - No Need for Samsung to Worry