Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
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Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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Samsung Electronics - Dynamics Around Pref Being Bought Back Faster than Common
I was asked about this interesting question that there may be a dynamic around the prefs being bought back faster than the common. That is, SamE...
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Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?
Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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