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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Alibaba Pictures' Profit Warning - Positive for Alibaba Group Holdings
On July 22, Alibaba Pictures Group Ltd (1060 HK) issued a profit warning for 1H2016, saying its net loss for the period would be Rmb400m to...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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