Flagging Galaxy S4 shipments gets TSMC downgraded at Morgan Stanley

How dare they downgrade Taiwan’s national champion!

KOREA: CLOSING WRAP, 11Jun2013

Samsung down another 2.5% taking Kospi2 with it down 0.80%; Namyang gets the FTC involved; Park stops the revolving door; NFC washing machine; W1bn for nuclear irregularities; Morgan Stanley joins JP Morgan on Samsung; Here’s what you missed today.

Morgan Stanley joins the party and lowers target price on Samsung

The investment house has lowered it’s TR to W1.75mm for the stock. They believe that Galaxy S4 shipments this year will slip to 61mm from an estimate of 71mm.

TAIWAN: WEEK IN REVIEW, 08Jun2013

Exports slow as she goes; Philippines sanctions might be lifted; HTC on the down and out; Property carpet baggers; More toxic food; Want some of this levered European Bank?; Taipower an expert at losing money; Here’s what you missed this week.

TAIWAN: BEFORE THE OPEN, 07Jun2013

Jiang hitches his star to Nuke 4; HTC a one trick pony; What is an ‘acceptable result’ President Ma?; Apple supply chain names getting hammered; Electric cars just aren’t wanted; Here’s what you need to know pre open.

Brokers agree, HTC One “not enough for a turnaround”

Are the HTC One sales only good enough for a 1 month pop in revenue? Seems a couple brokerage houses think so.