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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Sector Capsule: Internet Retailing in the US
Internet retailing saw current value growth of 16% in 2017, to reach USD366.0 billion. Amazon’s third-party merchants represent 30% of retail...
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
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Sharp May Not Be the Best Short for Awhile
Sharp (6753) may not be the most interesting short anymore simply because the cost of shorting is too expensive and there appears to be little...
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