Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Match: Tinder Burning
This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...
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Sony 3Q Results: Image Sensors Surpass Game & Network Services to Become the Largest OP Generator
Sony reported its 3QFY03/2020 results on Tuesday which saw revenues growing 2.6% YoY while OP declined 20.4% YoY during the period. However, both...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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Apple 1QFY2020 Results: IPhone Sales Make a Comeback
Apple reported its 1QFY09/2020 results yesterday which saw revenues and operating profit beating its own guidance as well as consensus...
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