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SSNLF

Samsung

$0.00

(0.00%)

06:44
07/13/18
07/13
06:44
07/13/18
06:44

Samsung to increase capex for NAND flash, DigiTimes reports

Samsung Electronics will expand its capex for NAND flash memory to roughly $9B in 2019, up from approximately $6.4B in 2018, with a focus scaling up its 3D NAND chip output in Pyeongtaek, South Korea and Xian, China, DigiTimes says, citing a recent Chosun Ilbo report. Samsung, which is believed to be looking to defend its dominance in the market, also recently announced its fifth-generation 3D NAND memory chips putting it at least two years ahead of its rivals in the technology. Reference Link

  • 10

    Sep

SSNLF Samsung
$0.00

(0.00%)

06/18/18
STFL
06/18/18
NO CHANGE
STFL
Applied Materials' recent weakness an attractive buying opportunity, says Stifel
Stifel analyst Patrick Ho made adjustments to his estimates for Applied Materials (AMAT) as he estimates that $250M of shipments/revenues from Samsung (SSNLF) may fall out of 2018 into 2019 due to a push out of memory investment. However, he notes that the revisions are "much more modest" than those the firm has made for Lam Research (LRCX), citing the belief that Applied is more broadly exposed to many other customers. He sees recent weakness in Applied shares as presenting a "very attractive" buying opportunity and Ho maintains a Buy rating and $75 price target on the shares.
06/20/18
DADA
06/20/18
NO CHANGE
Target $125
DADA
Buy
MKS Instruments offers strong operating leverage, says DA Davidson
DA Davidson analyst Thomas Diffely kept his Buy rating and $125 price target on MKS Instruments (MKSI), saying he is turning more bullish after the company's analyst meeting yesterday. Diffely cites the company's earnings power at over $11.50 by 2021 from the continuation of its strong operating leverage as well as an "extremely bullish" 2019 WFE industry projection of $62B. Despite this positive takeaway, the analyst is also trimming his Q3 EPS estimates to $1.86 from $2.08 due to a recent pushout of 3D NAND investments at Samsung (SSNLF).
06/21/18
DADA
06/21/18
NO CHANGE
Target $90
DADA
Buy
Advanced Energy price target lowered to $90 from $100 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Advanced Energy (AEIS) to $90, citing the impact from the projected pushout of 3D NAND at Samsung (SSNLF). The analyst keeps his Buy rating however, saying that the long term bullish story on the stock is still intact, with growth driven by market demand, technology, and operations. Diffely also contends that investor concerns about "rolling over" semiconductor industry are overblown.
06/22/18
NEED
06/22/18
DOWNGRADE
NEED
Hold
KLA-Tencor downgraded to Hold at Needham on increased foundry investment risk
As reported earlier, Needham analyst Y. Edwin Mok downgraded KLA-Tencor (KLAC) to Hold from Buy, saying his recent checks indicate a heightened risk for slower foundry investments in the second half of 2018. Mok says he is still positive on the company's longer-term prospects, but its foundry delays and DRAM memory push-out reported by Samsung (SSNLF) will pressure earnings for the rest of the year while limiting near-term price appreciation.

TODAY'S FREE FLY STORIES

VFC

VF Corp.

$92.95

3.74 (4.19%)

, EXPE

Expedia

$125.50

-2.34 (-1.83%)

07:30
07/23/18
07/23
07:30
07/23/18
07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

VFC

VF Corp.

$92.95

3.74 (4.19%)

EXPE

Expedia

$125.50

-2.34 (-1.83%)

PVG

Pretium Resources

$8.37

0.115 (1.39%)

TSN

Tyson Foods

$64.14

-0.76 (-1.17%)

SN

Sanchez Energy

$4.68

-0.14 (-2.90%)

NYCB

New York Community Bancorp

$11.41

-0.025 (-0.22%)

AN

AutoNation

$48.59

-0.75 (-1.52%)

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BJ

BJ's Wholesale

$25.90

0.23 (0.90%)

07:29
07/23/18
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07:29
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WIX

Wix.com

$104.35

-0.3 (-0.29%)

07:29
07/23/18
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07:29
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07:29
Recommendations
Wix.com analyst commentary  »

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FOXA

21st Century Fox

$46.01

-0.54 (-1.16%)

07:29
07/23/18
07/23
07:29
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07:29
Conference/Events
21st Century Fox to host special shareholder meeting »

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  • 27

    Jul

SNAP

Snap

$13.27

-0.155 (-1.16%)

, SQ

Square

$70.41

0.11 (0.16%)

07:28
07/23/18
07/23
07:28
07/23/18
07:28
Periodicals
Snap to shutdown Snapcash, end partnership with Square, TechCrunch reports »

Snap (SNAP) will end its…

SNAP

Snap

$13.27

-0.155 (-1.16%)

SQ

Square

$70.41

0.11 (0.16%)

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EVER

EverQuote

$17.99

0.43 (2.45%)

07:28
07/23/18
07/23
07:28
07/23/18
07:28
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  • 06

    Aug

VFC

VF Corp.

$92.95

3.74 (4.19%)

07:27
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07:27
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VF Corp. analyst commentary  »

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SPOT

Spotify

$182.65

0.49 (0.27%)

, P

Pandora

$8.20

0.005 (0.06%)

07:27
07/23/18
07/23
07:27
07/23/18
07:27
Initiation
Spotify, Pandora initiated  »

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SPOT

Spotify

$182.65

0.49 (0.27%)

P

Pandora

$8.20

0.005 (0.06%)

03/08/13
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  • 26

    Jul

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    Aug

SHOP

Shopify

$171.72

0.04 (0.02%)

07:27
07/23/18
07/23
07:27
07/23/18
07:27
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Shopify analyst commentary  »

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  • 31

    Jul

BIIB

Biogen

$358.72

0.55 (0.15%)

07:26
07/23/18
07/23
07:26
07/23/18
07:26
Recommendations
Biogen analyst commentary  »

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  • 24

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    Jul

07:25
07/23/18
07/23
07:25
07/23/18
07:25
General news
FX Update: The Dollar recovered losses »

FX Update: The Dollar…

GDDY

GoDaddy

$78.49

0.25 (0.32%)

07:24
07/23/18
07/23
07:24
07/23/18
07:24
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GoDaddy analyst commentary  »

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  • 02

    Aug

EVER

EverQuote

$17.99

0.43 (2.45%)

07:23
07/23/18
07/23
07:23
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07:23
Initiation
EverQuote initiated  »

EverQuote initiated with…

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  • 06

    Aug

WCG

WellCare

$256.13

0.545 (0.21%)

07:22
07/23/18
07/23
07:22
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07:22
Initiation
WellCare initiated  »

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  • 31

    Jul

MOH

Molina Healthcare

$106.16

0.64 (0.61%)

07:20
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07/23
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07:20
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Molina Healthcare initiated  »

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  • 01

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07:20
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General news
Treasury Market Outlook: Treasury yields have dipped lower »

Treasury Market Outlook:…

CNC

Centene

$135.45

0.175 (0.13%)

07:19
07/23/18
07/23
07:19
07/23/18
07:19
Initiation
Centene initiated  »

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  • 24

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OMER

Omeros

$19.63

-0.42 (-2.09%)

07:19
07/23/18
07/23
07:19
07/23/18
07:19
Hot Stocks
Omeros initiates sales of Omidria in Europe, satisfies 'sunset clause' »

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LOVE

Lovesac

$20.84

0.07 (0.34%)

07:19
07/23/18
07/23
07:19
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07:19
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Lovesac initiated  »

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BJ

BJ's Wholesale

$25.90

0.23 (0.90%)

07:17
07/23/18
07/23
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07:17
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BJ's Wholesale initiated  »

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FOX

21st Century Fox

$45.69

-0.5 (-1.08%)

07:16
07/23/18
07/23
07:16
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07:16
Conference/Events
21st Century Fox to host special shareholder meeting »

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  • 27

    Jul

SESN

Sesen Bio

$1.86

-0.05 (-2.62%)

07:16
07/23/18
07/23
07:16
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07:16
Initiation
Sesen Bio initiated  »

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ITCI

Intra-Cellular

$20.81

0.19 (0.92%)

07:14
07/23/18
07/23
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07:14
Hot Stocks
Intra-Cellular announces publication highlighting ITI-214 »

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RYB

RYB Education

$21.21

-0.33 (-1.53%)

07:14
07/23/18
07/23
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07:14
Initiation
RYB Education initiated  »

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HCLP

Hi-Crush Partners

$10.85

-0.575 (-5.03%)

07:13
07/23/18
07/23
07:13
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07:13
Hot Stocks
Hi-Crush Partners raises quarterly distribution to 75c per unit »

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  • 01

    Aug

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