AEM: Onwards to $1 Billion Market Cap; Now More Attractive as M&A Target with Biz Diversification
AEM Holdings (AEM SP) posted stellar 1H20 results and raised its 2020 guidance. The margin improvement was strong as NPM doubled from 14.8% to...
626 Views
Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
348 Views
King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
333 Views
May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
334 Views
Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
367 Views