EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
399 Views
MediaTek's Key Customer - Gionee Chairman's Assets Were Frozen by the Court?
What's new?According to Economic Daily and Commercial Times today, a court in Dongguan, Guangdong province, froze Gionee chairman's Liu Lirong's...
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BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies
While DRAM and NAND Flash, and to a lesser extent NOR Flash, rightly garner the lion’s share of media and investor attention, multiple competing...
340 Views