COVID-19: An Alternative Data Approach To Analysing China's Return To Work Status
With the markets finally seeming to reflect the real impact of COVID-19, all eyes are on China's progress in returning to work and restarting...
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Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
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Samsung to Gain from Apple’s Supply Chain Woes in China
Apple on Monday warned that it does not expect to meet its quarterly guidance issued on January 28th, 2019 as a result of the ongoing Coronavirus...
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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Apple and Big Tech Fade and Fresh Buy Levels in March
Focus is on Apple Inc (AAPL US) and the rising wedge as well as big tech upside fade levels and pullback targets for March. We cover cycles levels...
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