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June 11, 2014
07:29 EDTTOSBF, HPQ, SNE, SSNLF, LNVGY, DELLNotebook panels sized 15.6-inch to be in short supply, DigiTimes says
Notebook panels that are sized 15.6-inch continue to be in short supply due to panel makers focusing more on small and medium-sized panel production, reports DigiTimes. According to industry sources, notebook vendors face difficulties in gaining access to the panels to limited supply as a result of production shifts. The sources add that the trend is likely to push up 15.6-inch notebook panel pricing in 2H14. Reference Link
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August 25, 2015
13:13 EDTLNVGYGerman court rejects Apple 'slide to unlock' patent appeal, Reuters says
The German Federal Court of Appeals has ruled that Apple's (AAPL) patents covering its "slide to unlock" smartphone feature are invalid, reports Reuters. The patent dispute was originally filed by Motorola Mobility, previously owned by Google (GOOG) but now a unit of Lenovo (LNVGY), according to the report. Reference Link
August 24, 2015
06:22 EDTSSNLFTSMC pursuing 16nm chip orders, DigiTimes reports
According to market sources, DigiTimes reports that TSMC (TSM) has been "actively" seeking 16nm FinFET chip orders. In addition to securing a portion of Apple's (AAPL) A9 chip orders, TSMC has also received orders from AMD (AMD), Broadcom (BRCM), LG, Nvidia (NVDA) and Avago (AVGO), the sources say, noting that TSMC failed to maintain orders for Qualcomm's (QCOM) flagship mobile chips, as it has placed orders for the Snapdragon 820 series with Samsung (SSNLF). Reference Link
06:16 EDTLNVGYLenovo could raise PC prices in China, DigiTimes reports
Lenovo may look to raise prices of PCs in China at the end of this month due to the Chinese yuan depreciation, sources from the upstream supply chain tell DigiTimes. The sources, who say Acer and Asustek Computer will follow suit in September, add that Lenovo will raise prices in Southeast Asia following the price increases in China. Reference Link
August 21, 2015
16:01 EDTHPQOptions Update; August 21, 2015
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12:43 EDTHPQJim Chanos says still long Apple, short HP
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12:43 EDTHPQJim Chanos says still short shares of HP
Jim Chanos of Kynikos Associates is speaking on CNBC
12:13 EDTLNVGYBrocade soars after Q3 results top estimates
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12:04 EDTHPQOn The Fly: Top stock stories at midday
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10:37 EDTHPQAnalysts upbeat on HP ahead of split after earnings beat
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10:34 EDTSSNLFSamsung working on Android tablet with 18.4-inch display, Sam Mobile reports
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09:22 EDTHPQHP CEO says both companies will have over 50% shareholder return
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07:47 EDTHPQHP should be bought at current levels, says Bernstein
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07:43 EDTHPQHP risk/reward remains favorable, says UBS
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07:32 EDTHPQHP guidance will likely leave stock flattish, says Brean Capital
Brean Capital noted HP beat Q2 earnings estimates but believes its guidance will likely leave the stock flattish. The firm expects ongoing PC consolidation, continued cost savings, and for HP to gain incremental traction in its go-forward Enterprises solutions and Services strategy. Brean Capital reiterated its Buy rating and $45 price target on HP shares.
07:26 EDTHPQHP results 'a net positive,' says Stifel
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07:16 EDTHPQHP didn't deliver bad news for first time in several quarters, says Citi
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06:49 EDTHPQHP enterprise portfolio being underappreciated, says Deutsche Bank
Deutsche Bank analyst Sherri Scribner says HP's Q3 results beat expectations while a shift in some earnings into the quarter from Q4 drove "modestly disappointing" guidance. While PCs are weak, HP's Enterprise Group "significantly outperformed expectations," Scribner tells investors in a post-earnings research note. The analyst believes the company's enterprise portfolio is being underappreciated by investors and that the upcoming split should be a positive for shares. She views HP's valuation as compelling and keeps a Buy rating on the stock with a $45 price target.
06:01 EDTLNVGY, HPQ, TOSBF, SNE, SSNLFABI Research: Portable PC sales to remain flat in 2015, DigiTimes says
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06:01 EDTSSNLFReport: Samsung TV production capacity reduced in 1H15, DigiTimes says
Samsung reduced TV production capacity globally by 10M units in 1H15, reports DigiTimes. Citing Korea media reports in Money Today, Samsung reduced capacity to 21.36M in 1H15. It also plans to decrease production capacity by another 10M units in 2H15 for a total of 42M units. Reference Link
05:51 EDTHPQHP implied volatility of 40 at upper end of index
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