China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Xiaomi (1810 HK) | An Overview of Indian Operations
Honourable Prime Minister of India, has recently announced the Atma-Nirbhar Bharat Abhiyan (or Self-reliant India Mission) and said that in the...
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TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.
Following a report in the Wall Street Journal yesterday, TSMCannounced this morning their intention to build a state of the art fabrication...
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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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