What about the stock exchange the day after the CES keynotes? Of course this is sort of joke but some aspects are anyway interesting.
Starting from the fact that Nikkei 225 showed -0.59% and Kospi Composite index +0.32% this morning we can see:
SAMSUNG Electronics Co., Ltd. (KRX:005935)
Samsung (KRX:005935) shows a decline of 1.22%. In this case I assume that the main reason is not related to CES Keynote and the products presented in Las Vegas but to the fact that the Fourth-quarter sales are less than expected and it looses something compared to Apple in the US and Japan.
Samsung@CES presented a lot of devices, from a 105-inch Ultra HD TV to an interesting Samsung’s Galaxy Note Pro 12.2 that in some way could anticipate what the rumors say about 12.9-inch Ipad Pro and introduces what could be the new paradigm for the upcoming Professional Tablets. Samsung at CES has also confirmed his “Smart” view on Home Appliances.
PANASONIC CORPORATION (TYO:6752)
Despite the fact that Panasonic abandoned the Plasma TVs that were the World best in class TVs of last year it has a rise of about 1.28%. From a financial point of view this could be reasonable due to the fact that the Plasma division in the last years has several losses. Anyway the fact that the Panasonic keynote expecially for the part related to new TV line has been commented not so enthusiastically, see e.g CNET . It shows that sometimes financial consideration could be too myopic and too focused to the near future, but we’ll see in the rest of the year and also we’ll see the technical reviews about the new Panasonic TVs both at 1080 and 4K.
SONY Corporation (TYO:6758)
Quite flat shares shape after Sony keynote that showed the new TV line with a great focus on 4K, the new Bravia HDTVs have also a new design shape. Japanese Company presented also a new “little” flagship, “little” because Z1 Compact, this is the name, has a compact form factor sporting a 4.3-inch display, in contrast with the latest display size approaches, even if with features and performance of the Sony Z1 flagship. Sony presented also a wereable sensor called Core, see e.g. Engadget’s hands-on for details.
LG Electronics Inc (KRX:066570)
For LG the market feedback seems more in line with the CES commentators’ acceptance. LG presented among other, an astonishing flexible 77-inch OLED UHD TV and a quite mature smart TV solution with LG webOS.
HTGadgets 