Sharp: TOPIX Exclusion an Interesting (Albeit Scary) Opportunity
In my recent piece on the Nikkei 225 changes, I quickly moved to say the Yamaha Motors (7272 JP) Nikkei 225 inclusion was non-negligible. The...
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What Apple Guidance Says About Smartphone Demand?
First look at 2Q16 results Apple reported 2Q16 sales of US$42.358bn, down 16% q/q and 15% y/y, which was in line with earlier mid points sales...
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Zhaojin Mining Industry - Bear Market Rally or Start of Long-Term, Sustainable Recovery?
This is the first in a series of reports that we plan to publish on the gold mining companies listed in various Asian stock exchanges. Zhaojin...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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