Hynix - All in on One Apple
SK Hynix (000660 KS) earnings downgrades are coming and this is phase 1 of 2. Expectations are very high for a September but that is based on...
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Quick Take on Apple Terminating Epic Games Developer Account
Tencent Holdings (700 HK)-backed Epic Games said Apple Inc (AAPL US) threatened to terminate Epic Games' developer account after Apple removed...
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TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
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Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued
On 2nd August, Microsoft posted a blog post which stated that the company is “prepared to continue discussions to explore a purchase of TikTok in...
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Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
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