Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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Tesla - Buy the Car, Sell the Stock
Much as we adore the revolutionary car and Musk's bold vision, Tesla is poised for extended share price weakness. In our view, Tesla's stock has...
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Baidu Nuomi's CEO: We're Not Done Until We Win
Baidu Nuomi's CEO (Zeng Liang) issued an internal email to all staff to dispel recent rumours that they are merging with Meituan-Dianping. The key...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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Baidu's Stock Price Now Assumes It Will Ditch All Its O2O Businesses - We Think Unlikely
Baidu's stock price has been up another 7% this week, fueled by speculation that its loss-making O2O businesses (ie, Baidu Nuomi and Baidu Takeout...
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