Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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IPhone 8--Possible Inventory Adjustments; IPhone X--Continued Production Problems
Based on the news that iPhone 8 pre-orders were weaker than both iPhone 6S and iPhone 7 were when they were launched, we've heard some bearish...
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From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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Toshiba Memory Corp Sales: More Solid Findings
More solid findingsAfter talking to more supply chain vendors related to Toshiba Memory Corp sales and we had more solid finds, however, we...
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HTC Suspends Shares on Rumour of Sale of Handset Business to Alphabet - No Need for Samsung to Worry
This potential deal has been well flagged but in light of out Taiwan asset allocation piece, we would like to give our short view. Potentially...
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