Alibaba (BABA) – Cuts Cloud Computing Sales in US
BABA told its sales team in the US to focus only on those international companies that have business demand in China. Cloud computing's revenue...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
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Last Week in GER Research: Meituan-Dianping, Nio, Gangfeng Lithium, Pinduoduo and 111 Inc
Below is a recap of the key IPO and fundamental research produced by the Global Equity Research team. This week we highlight a more palatable...
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Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
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Intel's Ongoing Security Vulnerabilities May Be Boosting Its Server Sales- For Now
Intel's security vulnerability woes continued this month with the announcement of yet another side-channel attack vector know variously as...
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