‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Sector Capsule: Internet Retailing in Thailand
Consumers’ eagerness to shop online benefited internet retailing in 2017. The competition strengthens as more players seek to capitalise on...
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Japan Display--Strong Orders from Apple & Chinese Customers for Full-Active Displays
We recently met with Japan Display Inc. (JDI) and were won over by the company's high hopes for an earnings recovery in FY3/19. While other...
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Autonomous Driving- The Tesla Delusion
Tesla first began to equip its Model S with self-driving technology in October 2014 and announced the launch of its "Autopilot" software to take...
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