Company Overview and News

2
ASML: Extreme Upside Potential; Some Details (Part 2 Of 2)

2018-07-13 seekingalpha
In services alone, its goal is to achieve at least $6 B in revenue by 2025, growing steadily thereafter.
LRCX SSNLF MS.PRE MS.PRF MS.PRG MS.PRA MS.PRI MS.PRK VALU AMAT AAPL MS NINOY

2
A China Syndrome - The Memory Industry's Battle With IP Theft

2018-07-12 seekingalpha
The semiconductor sector as a whole and the memory sector in particular are well equipped to prosper as the "trade war" develops.
SSNLF HXSCF WDC INTC HXSCL

1
No, Apple Isn't To Blame For The China Trade Deficit

2018-07-12 seekingalpha
In a recent article, SA Contributor George Kesarios asserted that Apple (AAPL) is responsible for about 24% of the trade deficit. In this article I walk through the calculation step-by-step, and arrive at an Apple contribution to the deficit of 8-12% during Apple's latest fiscal year, 2017.
SSNLF CMPCY CEIR AAPL CMPFF

2
ASML: Extreme Upside Potential - Part 1 Of 2

2018-07-11 seekingalpha
The large cap Netherlands-based lithography equipment supplier dominates its field and has grown sales and profit margins for several years.
SSNLF ASML GOOG NINOY INTC

10
Xiaomi Fizzles In Debut, What's Next?

2018-07-10 seekingalpha
It could move broadly downward as investors wait to see if the company’s comeback has legs and it can move into higher-end products.
SSNLF AAPL NOK

1
Samsung Electronics (SSNLF): Three Positive Developments To Unfold In 3Q18

2018-07-09 seekingalpha
We recommend a buy-and-hold strategy in light of Samsung’s (SSNLF) attractive valuation and the Apple (AAPL) effect in 3Q18.
SSNLF AAPL BC94 SMSN SMSD

13
Should Xiaomi Be Valued Like An Internet Services Business?

2018-07-09 seekingalpha
Xiaomi priced its Hong Kong IPO at HK$17, valuing the company at $54B, roughly half the original target.
SSNLF GOOGL AAPL NOK GOOG HTCKF BB

4
Taiwan Semi: Half In; The Case To Be Long, And When To Be Longer

2018-07-08 seekingalpha
The stock dropped about 20% off its high on lowered projections for sales growth to 10% this year from 12.5%.
HD TOL SSNLF TXN AAPL INTC

22
First Look At Sonos' IPO

2018-07-07 seekingalpha
Sonos, the wireless speaker company, has publicly released its IPO filing, after filing confidentially with the SEC in April.
DBX SSNLF SPOT DOCU DOMO

0
Korea Financials: A Look At Regulatory Changes In 2H18

2018-07-06 seekingalpha
Even with the integrated supervisory system, the capital adequacy ratios of financial groups (that do not have a financial holding company) remain above 100%.
SSNLF BC94 SMSN SMSD

51
Glencore: Providing The Cobalt Tech That Car Companies Need To Survive

2018-07-05 seekingalpha
Cobalt is an essential resource in battery production and the spot price has tripled in price in the last couple years.
VLKAF SSNLF GLCNF AAPL TSLA GLNCY

18
Xiaomi: The Pricing Is An Opportunity

2018-07-05 seekingalpha
The Xiaomi pricing was way below expectation in terms of valuation, and this provides an opportunity for investors.
BABA SSNLF AVGO QCOM INTC

6
Micron: China Fears Are Overblown

2018-07-05 seekingalpha
Micron shares have plunged on news that rival United Microelectronics Corporation, a Taiwanese company, won an IP suit against Micron in a Chinese court.
SSNLF HXSCF MU UMC MFD HXSCL

27
Broad EM ETFs Create More Risk Than They're Worth

2018-07-05 seekingalpha
Editor's note: Seeking Alpha is proud to welcome Ivan Struk as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more »
FB QQQ F TUR SSNLF FXI BC94 SMSN PBR BABA DVMT EWZ EWY PCY AAPL YNDX INTC EEM SMSD

4
Taiwan Semiconductor Manufacturing Company - It's Not About Crypto, It's About Blockchain

2018-07-03 seekingalpha
TSM cited uncertainty in the cryptocurrency market, which makes up 2.5% of its revenue through the manufacture of ASIC chips sold to crypto miners.
SSNLF BC94 SMSN NVDA INTC SMSD

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CUSIP: Y74718100