MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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Creative Tech: Rally in 1Q 2018 & 2019; Will We See a 1Q 2020 Rally Once Again? Cash = 57% Mkt Cap
1Q18: Creative Technology (CREAF SP) rallied 600% from 1.25 SGD to 8.75 SGD. 1Q19: Creative Technology (CREAF SP) rallied 55% from 3.59 SGD to 5.53...
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Micron. Lowering Expectations Ahead Of Earnings
Micron CEO Sanjay Mehrotra participated in a fireside chat at last week's Credit Suisse 23'rd annual technology conference. During a wide-ranging...
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TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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