Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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DMER Shorts: Pokémon GO and the World of Container Shipping as We Knew It
Pokémon GO and the world of container shipping as we knew it “Dad, have you heard of Pokémon Go, can kids play it, when can I download it”, “Dad,...
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Amazon's 2Q16 Results: Accelerating Revenue Growth, Improving Margins and Lower Taxes
Amazon.Com Inc (AMZN US) grew revenue in 2Q16 by 31% YoY, in line with consensus, but its fully-diluted EPS YoY increase of 9x is double that of...
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Amazon: The Most Preferred Platform for Chinese Online Merchants Selling Overseas
A recent survey of 900 online merchants in China and Hong Kong shows that Amazon.Com Inc (AMZN US) is the most preferred platform (62%) when they...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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