The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
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Sony – Uncharted and Horizon Forbidden West Start Well
Sony had a busy 18th Feb as both the Uncharted movie and Horizon Forbidden West launched. We look for both releases to contribute to a strong 4Q...
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GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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TOPIX-Nikkei Skew Trade Starting to Work Nicely
After initially grinding up slowly but underperforming the Nikkei our suggested skew trade gave up ground during the new year sell off. It is now...
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Sony – Guidance Upgrade
Sony posted a strong quarter on the back of resilient margins in gaming and stellar performance in pictures. Next year should see further growth...
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