Apple Q3 19: Details on China and Japan Plus Good News on Revenue Mix
We take a look at some of the data points that we believe are relevant in Apple's Q3 19 results including the contribution of service and other...
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Thai Macro Watch: Huawei, Trade Wars, and More
In this issue of Thai Macro Watch, we look at five news on the global front that may impact Thai equities directly or indirectly: Acceleration of...
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Weekly Oil Views: Sentiment Defaults to Demand Growth Fears
The oil market is keeping global economic headwinds firmly in sight, with weakening manufacturing activity across several parts of the world in...
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Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
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Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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