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DRAM & NAND: March 2018 Update

Sector Analysis: 26 Mar 2018, 10:39 PM ET - We take an updated look at the state of DRAM and NAND markets.

DRAM & NAND: Thoughts on Memory Heading into '18

Sector Analysis: 18 Dec 2017, 6:08 AM ET - We take a brief look at the current state of memory markets and give some thoughts on expectations for 2018.

European Consumer: 2017 YTD New IG Issuance

Sector Outlook: 28 Sep 2017, 11:41 PM ET - New issuance in IG European food & bev/HPC, a consolidating sector, is down year to date on 2016 whereas new issuance in IG European retail, a sector attempting deleverage, is up.   

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.
Focused

Samsung: Discontinues Galaxy Note 7

Worth Watching: 11 Oct 2016, 12:04 PM ET - Samsung permanently discontinued its Galaxy Note 7 smartphone after a replacement device from its safety recall had reportedly overheated and caught on fire. Samsung has requested carriers and retailers to stop selling the device globally. They ..

HPQ: Buying Samsung's Print Business for $1bn

Worth Watching: 12 Sep 2016, 11:50 AM ET - HPQ announced it has entered into a definitive agreement to purchase Samsung's printer business in an all cash transaction for approximately $1.05 billion. The deal comes as HPQ is facing weakening demand in its Printing segment, where revenue s ..

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

HY Note: Freescale for Sale? Reiterate O/P

HY Note: 13 Feb 2015, 12:50 PM ET - Freescale is rumored to be for sale, and Samsung could be the buyer. We reiterate our Outperform recommendation on the bonds, both on a stand alone basis as well as under a Samsung acquisition scenario.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Nokia: New Windows Phone 8 Smartphones Fall Short

Company Analysis: 05 Sep 2012, 9:35 PM ET - Nokia announced its first two Windows Phone 8 devices at a joint press event with Microsoft on September 5, 2012. In this short note, we comment on those devices and the implications for Nokia.

A Look at The Smartphone Market

Sector Analysis: 17 Jun 2010, 1:36 AM ET - The wireless handset industry has been one of the key growth areas in technology. Within wireless handsets, the smartphone segment is a particularly hot area. In this article, we comment specifically on the smartphone segment.

A Look at Wireless Handsets Exiting Q1

Sector Analysis: 02 Jun 2010, 9:43 PM ET - In this article, we recap our observations on wireless handset markets exiting Q1.

HP To Acquire Palm

Company Analysis: 28 Apr 2010, 11:32 PM ET - On April 28, 2010, HP agreed to acquire Palm. In this article, we comment on implications to wireless handset players.

Telecom and Suppliers: Future Wireless Growth

Transcript: 23 Mar 2010, 11:55 PM ET - This article includes the slide presentation and edited transcript of Ping Zhao's presentation during CreditSights March 2010 marketing in Boston and Minneapolis.

Telecom & Tech Q409 Recap: (1) Wireless Handsets

Sector Analysis: 23 Feb 2010, 9:42 PM ET - In this article, we comment on key takeaways in the wireless handsets market and competitive dynamics in wireless handset market.

Reflecting on Mobile World Congress 2010

Sector Analysis: 21 Feb 2010, 11:29 PM ET - In this article, we reflect on some of the key themes and issues from annual Mobile World Congress.

Verizon Wireless Lowers Prices: More Price Wars

Sector Analysis: 18 Jan 2010, 9:56 PM ET - Verizon Wireless announced a number of plan changes, including lowering certain plan prices and requiring data plans with certain phones. AT&T responded with its own plan changes. We comment on this and potential investment implications.

Telecom & Suppliers: Reflecting on CY 1Q09 Results

Sector Analysis: 20 May 2009, 9:28 PM ET - The 1Q09 results showed several distinctive trends among different sectors. In this article, we reflect on the earnings commentaries and the key takeaways.

Revisiting the Wireless Handset Industry

Sector Analysis: 07 Apr 2009, 10:31 PM ET - In this article, we revisit the wireless handset market and discuss potential investment implications.

Wireless Handsets: Deteriorating Market, Increasing Competition

Worth Watching: 20 Oct 2008, 12:46 AM ET - Wireless Handsets : On October 17th, Sony Ericsson released its 3Q08 results for the quarter ended September 30, 2008. Revenue declined 0.4% sequentially and 9.7% YoY. The company shipped 25.7 million handsets, up 5.3% sequentially but down 0.8% f ..

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