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pick list news roundup ?2

10:37 08-Aug-16


Resonant is adding more designs.  The latest looks like an addition to a different Tier-1 customer than the prior announcement, if I'm interpreting correctly.  Adding a quadplexer is technologically impressive, and it's moving the stock.  However, it's tough to put a dollar value on all these developments, unlike the dilution that already occurred and may well still happen again.

Digitimes is reporting that Samsung will be looking to make up a gap in its LCD TV panels from Innolux and AU Optronics, but that there may not be available capacity.  That's a good spot for those companies to be in, and it may wind up benefiting LG Display as well.  AU is also folding Taiwan CFI, its wholly-owned color filter subsidiary, into its main corporate operations.

AMSC will report earnings for its first fiscal quarter of 2017 tomorrow morning.  On average, analysts expect the company to lose 91 cents per share on revenue of $13.4M with the current quarter guided to $23.7M in sales.  I continue to think the stock is over-priced given the uncertainty with Inox.