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Data From China Reiterates Strong Demand For Apple's iPhone 7 Plus
Monday, October 3, 2016 - 8:58am | 328Supplier checks in China suggest that orders for the iPhone 7 have been stronger than they were for the iPhone 6S, although without any rush orders. According to Goldman Sachs’ Donald Lu, Digitimes reported on September 28 that Apple Inc. (NASDAQ: AAPL) had increased its 16nm orders at...
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Goldman Downgrades Taiwan Semi To Neutral, Cites Valuation
Tuesday, June 28, 2016 - 8:58am | 271Growth could decelerate at Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) in the near term, with a decline in the growth rates of high-end smartphones and further share gains with Apple Inc. (NASDAQ: AAPL), Goldman Sachs’ Donald Lu said in a report. He downgraded the rating for Taiwan...
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Goldman Sachs Calls Out Chinese Mobile Operators: Risk in China Mobile, Opportunity for China Telecom
Thursday, April 3, 2014 - 4:26pm | 268In a report published Thursday, Goldman Sachs analysts made calls on Chinese mobile operators. The analysts, led by Donald Lu, remarked on downside risk seen in China Mobile Limited (NYSE: CHL) and a buying opportunity for China Telecom (NYSE: CHA). Goldman Sachs noted that China Mobile, China...