-
JPMorgan Believes Poor Supply Chain Data Already 'Baked Into' Tech Stocks
Wednesday, January 13, 2016 - 10:03am | 409Shares of Apple Inc. (NASDAQ: AAPL), HP Inc (NYSE: HPQ), Western Digital Corp (NASDAQ: WDC) and Seagate Technology PLC (NASDAQ: STX) are down more than 10 percent since December 14. JPMorgan’s Rod Hall maintained the ratings on all four companies. While 4Q PC sales were softer than...
-
JPMorgan Talking Worst Of Apple Watch 'Yield Issues'
Friday, March 27, 2015 - 11:05am | 338In a report published Friday, JPMorgan analyst Gokul Hariharan discussed recent media reports surrounding a potential yield issue for Apple Inc. (NYSE: AAPL)'s Watch product and the potential impact on the supply chain. According to Hariharan, early supplies of the Watch are likely to...
-
Who Is Apple's Best Processor Friend?
Friday, March 20, 2015 - 9:06am | 246In a report published Thursday, JP Morgan analyst Gokul Hariharan commented that based on his research, Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) should see its 16nm FinFET process gain an approximately 50 percent share in Apple Inc.'s (NASDAQ: AAPL) A9 processors for iPhone and keep 100...
-
UPDATE: JP Morgan Downgrades United Microelectronics on Limited Risk-Reward
Monday, June 10, 2013 - 3:28pm | 169In a report published on Monday, JP Morgan analyst Gokul Hariharan downgraded United Microelectronics (NYSE: UMC) from Overweight to Neutral and lowered the PT for the company from $14.50 to $14. In the report, JP Morgan commented that, "We assume coverage of UMC and cut to Neutral, since we...