Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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PC Partners (1263 HK): A Poor Man's Way into Nvidia New GPU Cycle; Trades at 3x PE and 11% Div Yield
PC Partner (1263 HK) has been on a rollercoaster ride since writing about the company a few months ago. The share price has gyrated between 5 to 7...
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This Week in Blockchain & Cryptos: A Terrible Week for Bitmain & More TSE Companies Doing Crypto
The US SEC rejected proposals for nine Bitcoin ETFs this week. Bitcoin (XBTUSD CURNCY) did not see any major reaction following the news and...
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