Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
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Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
348 Views
Q1 Memory Results Down, But Encouraging
The semiconductor memory business - DRAM and NAND flash - is doing very well, with revenues over 20% above the year-ago quarter, and good...
321 Views
Phison (8299.TT): 2Q22 Could Expect a Slightly Growth QoQ
Phison reached to NT$17.1bn, 32%, 14% and NT$10.49 for revenue, GM, NM and the Diluted EPS in 1Q22. We estimate it could reach NT$18.1bn and 32.5%...
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