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AAPL

Apple

$160.86

-0.64 (-0.40%)

, SWKS

Skyworks

$106.87

-0.32 (-0.30%)

09:15
09/13/17
09/13
09:15
09/13/17
09:15

Iphone increasing band count positive for RF suppliers, says Craig-Hallum

Craig-Hallum analyst Tony Stoss notes that there are two new bands in the Apple (AAPL) iPhone 8/8 Plus /X in comparison to the iPhone 7. The analyst believes this is a positive for RF suppliers as increasing band count requires additional RF content per phone and believes total RF content is closer to $28 in the upcoming phones up from estimate of $26 for the iPhone 7. Stoss also believes RF suppliers are set up to benefit longer term as increasing band count, new technologies such as MIMO and CA will drive increased RF content per smartphone. The analyst reiterates a Buy rating on Skyworks (SWKS), Qorvo (QRVO) and Broadcom (AVGO).

AAPL

Apple

$160.86

-0.64 (-0.40%)

SWKS

Skyworks

$106.87

-0.32 (-0.30%)

QRVO

Qorvo

$72.95

0.32 (0.44%)

AVGO

Broadcom

$247.14

-0.6 (-0.24%)

  • 05

    Oct

AAPL Apple
$160.86

-0.64 (-0.40%)

09/13/17
STFL
09/13/17
NO CHANGE
STFL
Buy
3D Sensing applications 'front and center' at Apple launch, says Stifel
Stifel analyst Patrick Newton noted that VCSEL enabled applications were "front and center" during Apple's (AAPL) iPhone X launch event. While there was no explicit mention that there are two VCSEL arrays in the front-facing camera, he remains confident this is the case, adding that the later than expected November 3 shipment date should not materially impact Lumentum's ability to meet its target of over $200M in VCSEL orders in 2017. Newton, who continues to model 80% share for Lumentum's in the initial VCSEL ramp, keeps a Buy rating on the stock.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Buy
STMicroelectronics may be supplying iPhone facial recognition, says Craig-Hallum
Craig-Hallum analyst Tony Stoss notes that as he expected, Apple (AAPL) highlighted the new facial recognition capabilities of the iPhone X as the key upgrade for the new phone, and believes that STMicroelectronics (STM) is supplying the majority of the hardware components to make Apple's facial recognition solution work and perform significantly better than current solutions from other smartphone OEMs. Stoss thinks the iPhone X model phone will be over 50% of new iPhone sales given the significant upgrades versus the iPhone 8/8 Plus, and argues that Apple's use of facial recognition will push other smartphone OEMs to adopt similar advanced facial recognition technology, with STMicroelectronics benefiting as a result. The analyst reiterates a Buy rating on STMicroelectronics shares.
09/13/17
COWN
09/13/17
NO CHANGE
COWN
Apple supply chain read-through indicates unit growth in Q4, says Cowen
Cowen analyst Karl Ackerman said Apple's (AAPL) presentation was largely in line with expectations, but his supply chain work indicates a significant increase in iPhone X units for the December quarter. Based on his checks, companies with the most "interesting" read-through include Micron (MU), Teradyne (TER), Broadcom (AVGO), Qorvo (QRVO), Skyworks, (SWKS), and Universal Display (OLED), he tells investors.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Buy
Integrated Device to benefit from iPhone wireless charging, says Craig-Hallum
Craig-Hallum analyst Tony Stoss believes Integrated Device (IDTI) is positioned to benefit as the new Apple (AAPL) iPhone 8/8 Plus/X now all include Qi-based Wireless Charging and will be using at the launch WC pads from both Belkin and Mophie. While Integrated Device's wireless charging chip is not in the next generation iPhones, the analyst thinks its chip is included in both the Belkin and Mophie wireless charging pads. Stoss reiterates a Buy rating on Integrated Device's shares.
SWKS Skyworks
$106.87

-0.32 (-0.30%)

09/12/17
JPMS
09/12/17
NO CHANGE
JPMS
JPMorgan lays out iPhone content winners and losers into launch event
JPMorgan analyst Harlan Sur believes Apple's (AAPL) launch event today will be positive for Broadcom (AVGO) and Qorvo (QRVO) as well as Micron (MU) and Intel (INTC). The analyst sees content gains by Broadcom in wireless charging, touch controller, Wi-Fi/Bluetooth and GPS connectivity, and by Qorvo in low band power amplifier duplexers share and antenna tuning. Other companies with significant Apple exposure that would benefit from increased unit sales and/or modest content gains include Intel, Skyworks (SWKS), Knowles (KN), Micron, Cypress Semiconductor (CY), NXP Semiconductors (NXPI) and Texas Instruments (TXN), Sur tells investors in a research note. The analyst sees Analog Devices' (ADI) blended content at Apple declining as he believes the company will not be the touch controller for the OLED-version of the iPhone.
09/06/17
NOMU
09/06/17
INITIATION
Target $115
NOMU
Buy
Skyworks initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Krysten Sciacca started Skyworks with a Buy rating and $115 price target. The analyst views the iPhone 8 launch as a catalyst in the second half of 2017 and thinks the stock at current levels underappreciates the company's longer term growth prospects.
09/13/17
KEYB
09/13/17
NO CHANGE
KEYB
Apple new iPhone 8/X launch largely in-line with expectations, says KeyBanc
KeyBanc analyst John Vinh says that the incremental features and enhancements associated with the new Apple (AAPL) iPhones announced are largely in-line with expectations. The analyst points out that Apple announced three new phones, with key features including facial identification, removal of the home button on the iPhone X, wireless charging, and fast charging. Vihn sees the new phone launch as most positive for Broadcom (AVGO), Cypress Semiconductor (CY), Integrated Device (IDTI), and Skyworks (SWKS).
QRVO Qorvo
$72.95

0.32 (0.44%)

09/05/17
NOMU
09/05/17
INITIATION
Target $75
NOMU
Neutral
Qorvo initiated with a Neutral at Nomura Instinet
Krysten Sciacca initiated Qorvo with a Neutral and a $75 price target due to recent execution issues.
09/06/17
NOMU
09/06/17
INITIATION
Target $75
NOMU
Neutral
Qorvo initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Krysten Sciacca started Qorvo with a Neutral rating and $75 price target. The analyst says the company's "mixed" track record on execution keeps her on the sidelines.
AVGO Broadcom
$247.14

-0.6 (-0.24%)

09/13/17
FBCO
09/13/17
NO CHANGE
FBCO
Apple launch mostly as expected, says Credit Suisse
Credit Suisse analyst John Pitzer notes that Apple (AAPL) has announced four product updates largely in-line with expectations, and points out that semi companies in his coverage universe with exposure to Apple include Broadcom (AVGO), Micron (MU) and Texas Instruments (TXN).

TODAY'S FREE FLY STORIES

CME

CME Group

$154.28

2.07 (1.36%)

, GS

Goldman Sachs

$256.12

5.15 (2.05%)

04:55
01/20/18
01/20
04:55
01/20/18
04:55
Conference/Events
American Bar Association to hold annual meeting »

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CME

CME Group

$154.28

2.07 (1.36%)

GS

Goldman Sachs

$256.12

5.15 (2.05%)

BP

BP

$42.40

-0.5 (-1.17%)

C

Citi

$78.30

0.91 (1.18%)

BAC

Bank of America

$31.72

0.24 (0.76%)

CS

Credit Suisse

$19.06

0.13 (0.69%)

CRL

Charles River

$107.89

1.22 (1.14%)

MS

Morgan Stanley

$57.46

1.62 (2.90%)

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AMGN

Amgen

$189.28

1.69 (0.90%)

, BAYRY

Bayer

$32.05

0.235 (0.74%)

04:55
01/20/18
01/20
04:55
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04:55
Conference/Events
American Society of Clinical Oncology to hold a symposium »

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AMGN

Amgen

$189.28

1.69 (0.90%)

BAYRY

Bayer

$32.05

0.235 (0.74%)

BLRX

BioLineRx

$1.09

-0.02 (-1.80%)

BMY

Bristol-Myers

$62.28

0.45 (0.73%)

CELG

Celgene

$102.65

0.93 (0.91%)

DNA

Bought by RHHBY

ESALY

Eisai

$56.88

0.115 (0.20%)

EXEL

Exelixis

$28.00

0.14 (0.50%)

HALO

Halozyme

$17.98

0.13 (0.73%)

INCY

Incyte

$93.16

1.24 (1.35%)

IPSEY

Ipsen

$34.65

0.75 (2.21%)

LXRX

Lexicon

$10.44

0.2 (1.95%)

MGNX

MacroGenics

$19.19

0.3 (1.59%)

MRK

Merck

$61.28

0.15 (0.25%)

NVS

Novartis

$86.94

0.53 (0.61%)

SNY

Sanofi

$44.60

0.09 (0.20%)

ONCY

Oncolytics

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    Oct

WLFC

Willis Lease

$26.66

0.05 (0.19%)

18:59
01/19/18
01/19
18:59
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Willis Lease announces $1,000 bonus for employees »

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DPS

Dr Pepper Snapple

$96.35

1.03 (1.08%)

18:13
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Dr Pepper to become official sponsor of esports team TSM »

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RCII

Rent-A-Center

$11.70

0.09 (0.78%)

17:53
01/19/18
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Vintage Capital in standstill pact with Rent-A-Center »

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AR

Antero Resources

$18.74

-0.59 (-3.05%)

17:44
01/19/18
01/19
17:44
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17:44
Recommendations
Antero Resources analyst commentary at MUFG »

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T

AT&T

$37.21

0.06 (0.16%)

, TWX

Time Warner

$93.36

0.39 (0.42%)

17:44
01/19/18
01/19
17:44
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17:44
Periodicals
AT&T requesting docs from companies in Time Warner deal hearing, Reuters says »

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T

AT&T

$37.21

0.06 (0.16%)

TWX

Time Warner

$93.36

0.39 (0.42%)

VZ

Verizon

$51.91

0.36 (0.70%)

CMCSA

Comcast

$42.50

0.65 (1.55%)

CMCSK

Comcast

DISH

Dish

$45.26

0.1 (0.22%)

CHTR

Charter

$366.05

0.8 (0.22%)

DIS

Disney

$110.59

0.17 (0.15%)

VIA

Viacom

$39.20

-0.5 (-1.26%)

VIAB

Viacom

$33.36

-0.59 (-1.74%)

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GRPN

Groupon

$5.57

0.46 (9.00%)

17:44
01/19/18
01/19
17:44
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17:44
Hot Stocks
Groupon announces Chief Product Officer Jay Sullivan resigns »

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CELG

Celgene

$102.65

0.93 (0.91%)

17:41
01/19/18
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Celgene's Abraxane exceeds primary endpoint target in pancreatic cancer trial »

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VALU

Value Line

$19.60

0.3 (1.55%)

17:40
01/19/18
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17:40
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17:40
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Value Line reaffirms $3M stock repurchase program »

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VALU

Value Line

$19.60

0.3 (1.55%)

17:39
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Value Line declares special dividend of 20c per share »

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ZEAL

Zealand Pharma

$15.05

-0.78 (-4.93%)

17:34
01/19/18
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Zealand Pharma: FDA approves IND for Phase 3 trials of dasiglucagon in CHI »

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GNMSF

Genmab

$190.75

2.75 (1.46%)

, JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

17:29
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Genmab says FDA grants priority review for daratumumab »

Genmab (GNMSF) announced…

GNMSF

Genmab

$190.75

2.75 (1.46%)

JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

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HII

Huntington Ingalls

$242.12

5.24 (2.21%)

17:21
01/19/18
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17:21
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Huntington Ingalls awarded $125.2M government contract modification »

Huntington Ingalls Inc. -…

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BAESY

BAE Systems

$33.30

0.18 (0.54%)

, GD

General Dynamics

$209.10

1.3 (0.63%)

17:20
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BAE Systems, General Dynamics awarded $237.6M government contract modification »

BAE Systems (BAESY) San…

BAESY

BAE Systems

$33.30

0.18 (0.54%)

GD

General Dynamics

$209.10

1.3 (0.63%)

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  • 24

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SYRS

Syros Pharmaceuticals

$10.80

0.27 (2.56%)

17:17
01/19/18
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17:17
Syndicate
Breaking Syndicate news story on Syros Pharmaceuticals »

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WTFC

Wintrust Financial

$87.81

0.96 (1.11%)

17:13
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17:13
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Wintrust Financial raises its minimum wage to $15 per hour »

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  • 23

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TWTR

Twitter

$23.66

-0.38 (-1.58%)

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Twitter says has identified more IRA and automated Russia-based accounts »

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ITEK

Inotek Pharmaceuticals

17:04
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Boxer Capital reports 5.3% passive stake in Rocket Pharmaceuticals »

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OIS

Oil States

$32.80

0.35 (1.08%)

17:03
01/19/18
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17:03
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Breaking Syndicate news story on Oil States »

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AVGO

Broadcom

$266.39

-3.41 (-1.26%)

, QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

16:43
01/19/18
01/19
16:43
01/19/18
16:43
Hot Stocks
Broadcom receives second request from FTC for proposed Qualcomm deal »

Broadcom (AVGO) announced…

AVGO

Broadcom

$266.39

-3.41 (-1.26%)

QCOM

Qualcomm

$68.04

-0.01 (-0.01%)

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  • 06

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TRNC

tronc

$19.53

0.3 (1.56%)

16:37
01/19/18
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Periodicals
LA Times' CEO Ross Levinsohn to take leave of absence amid probe, WSJ says »

Ross Levinsohn, the…

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AP

Ampco-Pittsburgh

$14.20

0.15 (1.07%)

16:35
01/19/18
01/19
16:35
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16:35
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Breaking Syndicate news story on Ampco-Pittsburgh »

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  • 29

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CG

Carlyle Group

$24.35

-0.05 (-0.20%)

, UBSH

Union Bankshares

$38.79

0.54 (1.41%)

16:33
01/19/18
01/19
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16:33
Hot Stocks
Carlyle Group reports 6% passive stake in Union Bankshares »

In a regulatory filing,…

CG

Carlyle Group

$24.35

-0.05 (-0.20%)

UBSH

Union Bankshares

$38.79

0.54 (1.41%)

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ANDX

Andeavor Logistics

$52.52

0.12 (0.23%)

16:31
01/19/18
01/19
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16:31
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Andeavor Logistics raises quarterly cash distribution to $1.00 per unit »

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