Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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SINO-ASEAN Strategy: Is There No Stopping This Bull Run? - Part III
Our Global Reflation Pulse Check indicates that global reflation trade is alive and well. Our conviction on global reflation trade sans...
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The Week that Was in Greater China@SmartKarma – China-HK Connect, Constructing Dreams & CaiNiao
This is the 4th report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan. This...
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Alibaba Superior Use of Ad Tech Leads to Much Higher Revenue Guidance. More to Come?
We upgraded Alibaba (BABA US) to a BUY in March on optimism about the growth potential in eCommerce driven by its tech prowess (adtech and cloud)...
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Alibaba Shares Rocketing on New Guidance – 4 Key Take Aways
Alibaba provided higher-than-expected sales guidance for FY2018 causing a sharp uptick in its stock price. As of June 9, its share price increased...
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