Thai YouTube?
We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these...
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LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?
We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...
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Is Amazon Still Amazing?
Following our previous Market Insight on the so-called FANG stocks[1], whose recent share price gyrations have attracted considerable investor...
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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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Incremental New at Apple WWDC 2017?
SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...
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