SNOW - Asia's Snapchat
SNOW, owned by Naver Corp (035420 KS), is Asia's version of Snapchat. SNOW is a multimedia mobile application. Naver decided to spin-off SNOW...
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Thoughts on LINE's 2Q16 Results
There were no major negative surprises with LINE Corp (3938 JP)'s 2Q16 results. We continue to believe LINE Corp is a solid, long-term Buy. We do...
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Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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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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Reasons Why Line Will Not Follow the Path of Zynga: Thanks to Pokemon Go
Line seems to be landing quite nicely on its first trading day. It made its debut on NYSE at USD42 per share.On this first trading day, Line's CEO...
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