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We see low chances of recent weakness snowballing into a price-war where recent channel checks suggest 50% of price cut has been reversed.
Based on our channel checks, we continue to believe that OmniVision is Apple's main image sensor supplier and that its sensors will be used on the next iteration of the iPhone this summer," Reiner told clients.
Preliminary channel checks highlight risk to cotton (0.
HMCG conducts ongoing channel checks in the retail, restaurant and consumer space as well as custom proprietary research in the industrial, healthcare, TMT (Technology, Media and Telecom) sectors, among others.
Palo Alto Networks (PANW) upgraded to Positive from Neutral at Susquehanna with analyst Anne Meisner citing expectations for a return to stable revenue growth, positive industry feedback on the company, encouraging channel checks, and relative valuation.
While most of the news has been positive to date, Lewis also noted that recent channel checks in Taiwan indicate there is concern that PC orders are slowing earlier than the seasonal norm and that 2010 may get off to a slow start.
Channel Checks: To verify the existence of key customers and suppliers, China 360x performed channel checks and interviews with critical customers and suppliers to ensure that purchase/sale amounts in Company records are consistent with customer/supplier records.
In fact, given our channel checks in Asia, Apple likely believes it can easily meet (and likely exceed) this and/or believes in other scenarios that result in much higher unit sales levels," he said.
On May 4, 2011, a report published by Justin McLachlan and Chris Carey of the analyst firm Sharesleuth concluded, following extensive channel checks, that the Company had materially overstated sales and revenue figures in its SEC filings.
Norwegian Cruise Line (NCLH) upgraded to Overweight from Neutral at JPMorgan analyst Joseph Greff saying he believes demand and pricing trends in the Cruise Line industry continue to show momentum, and his channel checks indicate Norwegian has had the most pricing momentum over the past few months.
Similarly, BDR's industrials/materials research product is focused on providing clients opportunistic and differentiated ideas and perspective, driven largely by rigorous fundamental company or end-market research, primary industry contacts/touch points, and channel checks.
Deutsche Bank analyst Vishal Shah believes 2018 could be a "breakout year" for Sunrun after his channel checks indicated strong consumer demand for residential solar.