Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
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Foxconn’s Investment of US$1bn in India Further Confirms Apple’s Intention to Move Away from China
Since last year, Foxconn has gradually started expanding its foothold in India and we have covered each of these developments in our previous...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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TMT Weekly: 3 Things that Stood Out The Week of 7/3/2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
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Apple: Thoughts on Recent Share Price Rally
● Apple’s share price hit an all-time high of US$366.53 on 23rd June 2020. The company’s shares have gained 22% since the beginning of this year...
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