FAANG Splinters - Weak and Strong Pullback Targets
US big tech is the last pillar of real support in the US and a core driver for the global cycle. Today we delve into the strong horses and the...
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Apple to Move One-Fifth of Its IPhone Production to India from China
It was reported by several news media outlets that Apple could be planning to produce up to US$40bn worth of smartphones and other products in...
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Murata’s Better Than Expected FY03/20- COVID19 Impacts Are for FY03/21E
Murata Manufacturing (6981 JP) released better than expected 3Q numbers on Thursday with revenue and OP beating both consensus and the company’s...
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Apple 2Q Results: Resilience Enough to Cope with the Covid-19 Pandemic
Apple reported its 2QFY2020 results on 30th April after market which saw its revenues and operating profit beating consensus estimates. The...
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Xiaomi (1810 HK): Chip Market Suggests Worse Smartphone Sales Than Q1 Under Huawei’s Attack
Xiaomi’s smartphone shipment decreased 35% YoY in 1Q2020. The company became the weakest smartphone producer among the top five brands in China in...
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