Ams Deal for Osram On the Table: Trading Wide
The long history is that in 2013, Siemens AG (SIE GR)spun offOSRAM Licht AG (OSR GR), which had been a lightbulb maker for a century. In 2015, Olaf...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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AAPL Earnings Preview: Uneventful Until New Launches
Global iPhone Shipment and Guidance:Apple Inc (AAPL US) will announce its CQ2 2018 earnings on July 31st. We expect little surprise from AAPL’s...
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IPhone Shipment; EVT Specs and Trump Tariff
In current environment, we believe that Apple Inc (AAPL US) is both an alpha and best short idea. On the company specific level, the iPhone (~65%...
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2018 IPhone EVT Update: Prioritizing Cost Reduction, Expecting Another Muted Cycle
2018 iPhones EVT:According to our extensive checks with the component suppliers that are participating in the upcoming iPhone 2018 EVT (Engineering...
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