Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/035/509/original/00%20Microsoft%20Corp%20Table.png?1507729568" class="editor-image img-responsive" data-smartkarma-image-id="35509"></figure>While the other companies of the FAMGA acronym<a href="#_ftn1" target="_blank">[1]</a> have been busy building “the best iPhone ever”, crushing the competition across a variety of sectors, developing self-driving cars or struggling to fight fake news, Microsoft Corp has quietly been getting ready for the era of Mixed Reality.By mixed, Microsoft is using the term to encompass the whole spectrum of digital reality by blending both augmented and virtual. The resulting new operating system will be unveiled as part of the Fall Update of…

While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of sectors, developing self-driving cars or struggling to fight fake news, Microsoft Corp has quietly been getting ready for the era of Mixed Reality.By mixed, Microsoft is using the term to encompass the whole spectrum of digital reality by blending both augmented and virtual. The resulting new operating system will be unveiled as part of the Fall Update of…

Microsoft Corp – Mixed Reality Or Mixed Reactions?

Transport Sector, China and Asia-focused Research

Charles De Trenck

In this piece I want to discuss the shifting perceptions of <a href="https://www.smartkarma.com/entities/6290" target="_blank" data-smartkarma-citation="entities:6290:1">Li &amp; Fung Ltd (494 HK)</a>. What was wrong with the Company and how changes are now coming through. There are some potentially amazingly strong numbers and metrics to look at.***I was a big critic of Li &amp; Fung for more than a decade. My gut told me in the mid-00s that the Fung Brothers acted like they were walking on water. And HBR Business/Case Studies were put out with such frequency that there was a "been there, done that" quality to the…

In this piece I want to discuss the shifting perceptions of Li &amp; Fung Ltd (494 HK). What was wrong with the Company and how changes are now coming through. There are some potentially amazingly strong numbers and metrics to look at.***I was a big critic of Li &amp; Fung for more than a decade. My gut told me in the mid-00s that the Fung Brothers acted like they were walking on water. And HBR Business/Case Studies were put out with such frequency that there was a "been there, done that" quality to the…

It's Been Time to Revisit Li & Fung in Recent Weeks

China, Emerging Markets

Ryan Soh 苏祥发

In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market cap is $86bn, roughly 1/8th of Google's, and 1/5th of Alibaba or Tencent. Baidu is losing market share, if we define it as advertising revenue. Most of Alibaba's revenue comes from advertising, so this makes them direct competitors - and Alibaba's winning.Alibaba is a monster. It's operating difficulties abroad should be balanced against dominance at home.

In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market cap is $86bn, roughly 1/8th of Google's, and 1/5th of Alibaba or Tencent. Baidu is losing market share, if we define it as advertising revenue. Most of Alibaba's revenue comes from advertising, so this makes them direct competitors - and Alibaba's winning.Alibaba is a monster. It's operating difficulties abroad should be balanced against dominance at home.

Sizing up Baidu (And Alibaba), Part 1 of 2

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul><li><div class="content-highlight">
<a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.com Inc (AMZN US)</a> announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails is that Amazon will facilitate companies in Korea that want to sell their products globally online through the Amazon website. This should help hundreds of Korean companies and individuals that want to increase their exports to overseas markets. Amazon's reverse direct e-commerce market is also complementary to Amazon's AWS service that is already…</div></li></ul>


Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails is that Amazon will facilitate companies in Korea that want to sell their products globally online through the Amazon website. This should help hundreds of Korean companies and individuals that want to increase their exports to overseas markets. Amazon's reverse direct e-commerce market is also complementary to Amazon's AWS service that is already…

Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this weakness is confined, resulting in sector and group rotation, not widespread selling. There is still plenty to like about this market, including areas we have shied away from for most of the year, such as energy and retailers.  This report highlights investment opportunities within the energy sector.

Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this weakness is confined, resulting in sector and group rotation, not widespread selling. There is still plenty to like about this market, including areas we have shied away from for most of the year, such as energy and retailers.  This report highlights investment opportunities within the energy sector.

U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon.com Inc (AMZN US)

Microsoft Corp – Mixed Reality Or Mixed Reactions?

While the other companies of the FAMGA acronym[1] have been busy building “the best iPhone ever”, crushing the competition across a variety of...

Amareos

It's Been Time to Revisit Li & Fung in Recent Weeks

In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...

Charles De Trenck

Sizing up Baidu (And Alibaba), Part 1 of 2

In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...

Ryan Soh 苏祥发

Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea

Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails...

Douglas Kim

U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming

Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...

Vermilion Research

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