Expect 2H17 outlook to be better than expected
​As earnings season get underway for Semicap companies with Lam and ASML this week and other companies to follow next week and beyond, we have three observations that are worth mentioning which can help investors navigate the earnings season. First, our industry checks indicate that there is increasing optimism that WFE spending this year is likely to exceed the consensus estimate of $36bn and is likely to come closer to $38-$39bn. The incremental spending is coming from Samsung for its foundry/logic 10nm node (S3 line). To read more .....
Lamprell is a contractor in the Arabian Gulf, providing specialist services to the offshore and onshore oil and gas industry. The principal markets in which Co. operates are: new build construction of jack-up rigs and lift-boats and upgrade and refurbishment of jack-up rigs; other new build construction for the offshore oil and gas sector including FPSO, tender assist drilling units and other offshore and onshore structures; and oilfield engineering services, including the new build construction, upgrade and refurbishment of land rigs. Co. has three facilities located in the United Arab Emirates.
Summit Insights Group LLC (SIG), founded by Srini Nandury in 2018, is a fundamentals-driven, technology-focused, equity research boutique. SIG analysts cover Semiconductors, Semicap Equipment, Enterprise & Application Software, and IT Hardware & Storage companies. The firm also provides insight into adjacent areas such as Mobile and Internet Technologies.
SIG provides deep, rigorous technology and financial analysis, unlike Wall Street analysis that is mainly driven by financial models. SIG principal analysts are known for their extensive industry experience, which we believe is essential to evaluate technology industry stocks. Each principal analyst has at least 5 years of hands-on industry experience prior to their tenure in equity analysis. SIG analysts are known for making non-consensus prescient stock calls.
SIG analysts follow more than 100 stocks regularly in the areas of Enterprise and Application Software, Storage, Networking, Security, Flash Memory, Big Data, Storage Networking, SSD and Processors. SIG analysts have access to the managements of both public and private companies to verify factual items from public comments or published statements, buttressing the integrity of our analysis. SIG analysts regularly attend industry conferences and visit startup companies to understand technology trends driving the industry. SIG is not a broker dealer, hence it does not have investment banking or trading conflicts. At SIG, we value integrity, our client interests and confidentiality above all else.
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