The Apple Exodus and Declining FAANG Sentiment
Despite surpassing $1Tr in market cap, ownership of Apple Inc (AAPL US) among global equity managers has never looked so bleak. The percentage of...
334 Views
Xiaomi Inc. – Honest Pricing Contributes to Declining Margins. We Remain on the Sidelines.
“Amazing Products, honest pricing” is a great tag line for selling to wary consumers and creating an emotional attachment to Xiaomi Corp's (1810...
421 Views
Xiaomi (1810 HK): 2Q18 Results Undermine the Bull Case
A key tenet of the Xiaomi Corp (1810 HK) bull case is that unlike its smartphone peers, Xiaomi’s primary asset is user traffic rather than devices....
386 Views
COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
328 Views
FANG Deterioration and Pivot Floor
FANG deterioration and market floor supportNDX has been underperforming of late, creating a flash point if we see tech break lower and is also part...
482 Views