atans1

Posts Tagged ‘Samsung’

Trump the Dumbo

In China on 19/08/2019 at 2:07 pm

He didn’t know tariffs on Chinese imports hurt Apple but helped Samsung.

US President Donald Trump said he has spoken to Apple’s Chief Executive Tim Cook about the impact of US tariffs on Chinese imports – and how those duties could give an edge to rival Samsung.

Mr Trump said Mr Cook “made a good case” that the tariffs could hurt Apple, given Samsung’s products wouldn’t be subject to the duties.

“I thought he made a very compelling argument, so I’m thinking about it,” said Mr Trump.

The US is due to impose tariffs on an additional $300bn (£246.9bn) worth of Chinese products this year, even after the Trump administration recently said it would delay imposing tariffs on goods such as mobile phones, laptops, video game consoles and computer monitors until 15 December.

Why Korea is happy with US ban on Huawei

In China on 26/05/2019 at 7:39 am

Because Samsung is happy. No chance of Huawei overtaking it in smartphone sales.

Huawei could see shipments decline by as much as a quarter this year, and faces the possibility that its smartphones will disappear from international markets, analysts have said.

Smartphone shipments at Huawei, the world’s second-largest smartphone maker by volume (after Samsung), could fall between 4% and 24% in 2019 if the ban stays in place, according to Fubon Research and Strategy Analytics.

Samsung beats ang mohs hollow

In Uncategorized on 09/07/2017 at 2:26 pm

But ang moh tech cos have better valuations. Ang moh tua kee isit?

FT’s Lex thinks Samsung is undervalued given its competitive strengths in the semiconductor arena.

It points out Samsung’s quarterly operating profit of US$12.1bn surpassed that of its rival Apple, which is on track for an estimated operating profit of US$10.5bn for the same period.

This US $12.1b would be bigger than the combined operating profits of the four major US tech companies — Facebook, Amazon, Netflix and Google — estimated at US $11.15bn.

But there are good reasons why Samsung is worth less in terms of valuation multiples. There’s — Korean factors (S Korea can be attacked by the North, internal political instability and corporate governance is really lousy)

— conglomerate discount (old- fashioned industrial conglomerate, not high tech one like the American ones)

— semi conductors are cyclical in nature.

 

Slicing the Apple

In Internet on 26/08/2011 at 7:39 am

http://www.economist.com/blogs/dailychart/2011/08/apple-and-samsungs-symbiotic-relationship

See how much Apple screws its suppliers, manfacturers