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SSNLF

Samsung

$0.00

(0.00%)

20:02
03/25/19
03/25
20:02
03/25/19
20:02

Samsung sees weaker environment for display, memory in Q1, Bloomberg says

In a regulatory filing, Samsung Electronics disclosed that its Q1 results will miss consensus expectations because of weaker display and memory business environment, Bloomberg's Sohee Kim reports. The company cites larger than expected declines for display prices amid China panel makers' capacity expansion and larger than expected declines in memory chip prices.

SSNLF Samsung
$0.00

(0.00%)

03/04/19
SUSQ
03/04/19
NO CHANGE
SUSQ
Positive
Cirrus Logic, Qualcomm winners in S10 teardown, Knowles loser, says Susquehanna
Susquehanna analyst Christopher Rolland disassembled the Korean version of Samsung's (SSNLF) Galaxy S10 and he found Cirrus Logic (CRUS) won the new amplifier sockets as well as maintaining their codec in the Exynos version. The analyst found Qualcomm (QCOM) has won the under-glass fingerprint sensor, apparently for all designs, not just those using a Qualcomm AP. He said this is a new source of revenue for Qualcomm. He noted the big loser was Knowles (KN) because traditionally Samsung used microphone MEMS from Knowles but in the GS10 not one but two microphones are supplied by GoerTek.
03/06/19
CLVD
03/06/19
NO CHANGE
CLVD
Neutral
Micron estimates cut at Cleveland Research on pricing headwinds, soft demand
Cleveland Research analyst Chandler Converse reiterated a Neutral rating in Micron (MU) and told investors in a research note that weaker than expected pricing feedback for Q1 and Q2 has caused him to lower his EPS and revenue assumptions for FY19. He lowered his FY19 revenue view to $24B from $25.5B and is modeling FY19 EPS at $6.48, citing growing pricing headwinds, inventory risks and soft demand, which create challenges to a recovery in 2H. Increased competitiveness from Samsung (SSNLF) combined with customer inventory consumption and weak end-demand across most end-markets looks to have caused growing pressure over the past month in DRAM and NAND, he said, adding that he views FY19 as likely to be challenged by weak demand and ongoing inventory digestion. He expects DRAM/NAND markets to be better positioned in 2020 with more rational supply and normalized inventory and sees signs that NAND could become balanced earlier if suppliers reduce output further.
03/15/19
MZHO
03/15/19
NO CHANGE
Target $44
MZHO
Buy
Mizuho lowers estimates for Micron on further DRAM price declines
Mizuho analyst Vijay Rakesh, after traveling to Asia, believes DRAM and NAND pricing trends for the March quarter are down 20% quarter-over-quarter and down 10% for the June quarter. Samsung (SSNLF) is seeing better NAND trends with Q2 inventories coming down to five weeks, but DRAM is still weak as inventories remain high, Rakesh tells investors in a research note. The analyst estimates Samsung fiscal 2019 memory spending could be down 25%-30% year-over-year. To reflect higher inventory and DRAM price declines, the analyst lowered his May and August quarter estimates for Micron Technology (MU). Rakesh also trimmed his price target for Micron shares to $44 from $45 but keeps a Buy rating on the name.
03/15/19
BOFA
03/15/19
NO CHANGE
Target $50
BOFA
Buy
Micron heading for Q2 earnings miss, says BofA/MerrillS
BofA/Merrill analyst Simon Woo warns that Micron (MU) may be heading for an earnings miss in Q2 as it suffers from a comparable price decline and margin squeeze that befell Samsung (SSNLF) and Hynix. The analyst models Q2 sequential average selling price declines of 22%-23% vs. 13%-15% prior based on what was learned from Samsung and also believes that Q2 bit growth should also be negative. Woo is keeping his Buy rating and $50 price target on Micron longer term, expecting a "meaningful turnaround" to materialize in the upcoming Q4 with a "double-digit bit growth Q/Q".

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AZZ

AZZ Inc.

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XOG

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BP

BP

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DAL

Delta Air Lines

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SRCI

SRC Energy

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PDC Energy

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UAL

United Continental

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KEYS

Keysight Technologies

$81.88

-3.33 (-3.91%)

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CRZO

Carrizo Oil & Gas

$12.92

-0.07 (-0.54%)

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DISH

Dish

$35.33

0.27 (0.77%)

, SATS

EchoStar

$40.42

-0.21 (-0.52%)

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DISH

Dish

$35.33

0.27 (0.77%)

SATS

EchoStar

$40.42

-0.21 (-0.52%)

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MO

Altria Group

$52.34

0.19 (0.36%)

06:11
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Capital Re buys Juul shares valuing company over $38B, NY Post reports »

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AACAY

AAC Technologies

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NTES

NetEase

$266.54

-12.69 (-4.54%)

, DIS

Disney

$135.04

-0.46 (-0.34%)

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DIS

Disney

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LH

LabCorp

$164.45

-0.5 (-0.30%)

, DGX

Quest Diagnostics

$97.24

0.76 (0.79%)

06:10
05/20/19
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06:10
Recommendations
LabCorp, Quest Diagnostics, UnitedHealth analyst commentary  »

LabCorp price target…

LH

LabCorp

$164.45

-0.5 (-0.30%)

DGX

Quest Diagnostics

$97.24

0.76 (0.79%)

UNH

UnitedHealth

$241.42

4.15 (1.75%)

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LPX

Louisiana-Pacific

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RDY

Dr. Reddy's

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JACK

Jack in the Box

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3.27 (4.14%)

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TGT

Target

$70.88

-0.06 (-0.08%)

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MIK

Michaels

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-0.145 (-1.37%)

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SATS

EchoStar

$40.42

-0.21 (-0.52%)

, DISH

Dish

$35.33

0.27 (0.77%)

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EchoStar

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Dish

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PLD

Prologis

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LSI

Life Storage

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EOG

EOG Resources

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EQT

EQT Corporation

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XEC

Cimarex Energy

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