MediaTek's New Guidance Not Strong Enough to Justify the Recent Rally
SummaryAfter over 50% appreciation in share price since Mediatek Inc (2454 TT) announced Dr. Rick Tsai as Co-CEO on 22 March 2017 (please see our...
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21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
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AGM Disa: Explosive Growth Phase Around the Corner
Today I attended the AGM of DiSa (DISA SP) in Bukit Merah. There were about 50 shareholders in attendance.For a background on the DiSa story please...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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The Week that Was in Greater China @Smartkarma: Party Congress, Education IPOs, BABA-AMZN Logistics
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of October 16th through October 23rd and features a selection of the...
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