Sea Ltd (SE US) - Gaming Its Way to the Top
Leading South-East Asia gaming and e-commerce player Sea Ltd (SE US) continues to rise to new highs as analysts revise up target prices to around...
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U.S. Equity Strategy: Buy The Dips
New developments outlined in today’s report are of the bullish variety. The way we see it, the positives continue to heavily outweigh the...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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Future Retail + Reliance - To Be, or Not to Be...
There has been substantial news-flow regarding the possibility of a deal between Future Retail (FRETAIL IN) and Reliance Industries (RIL IN) . We...
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Surge in Online Shopping in Japan
E-commerce has surged since the start of the crisis. The biggest change in the past 15 weeks has been an increase in buying food and other...
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