sec cash flow 20160920

cash flow

http://www.samsung.com/sec/aboutsamsung/ir/financialinfo/highlight/highligh_quater.html

operating profit

OCF vs OP

http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=391650

삼성전자 관련내용 좋다.

2015년이 capex 정점일수도. oled capex가 변수.



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http://eecatalog.com/chipdesign/2016/08/09/samsung-tsmc-and-intel-expected-to-drive-semiconductor-capital-spending-in-second-half-of-2016/

http://press.trendforce.com/node/view/2310.html

Samsung putting capex focus on OLED could lose major foundry client
http://www.digitimes.com/news/a20160912PD201.html

http://www.fool.com/investing/2016/09/13/samsung-may-be-deemphasizing-chips-in-favor-of-dis.aspx