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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Tesla, Apple and the Folly of Trying to Dominate Ecosystems
Tesla Motors Inc (TSLA US) has been having a tough time of late with its troubles increasing production volumes for the model 3, the highly...
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AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK) on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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