TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
188 Views
Toshiba Memory Deal Changing Shape But Likely a Temporary Stalemate
The INCJ-led deal for Toshiba Memory which Toshiba Corp (6502 JP) wanted to announce by the 29th of June to be able to take it to their shareholder...
266 Views
Qualcomm Seeks to Ban Intel Baseband IPhone
Summary Qualcomm seeks to ban iPhone: Qualcomm files patent infringement (referring six patents ) complaints against Apple with US ITC and Southern...
323 Views
Passive Vs Active: ETF Flows Dominate, Stock Prices Distorted, Active Managers on the Ropes
In this report, we analyse the staggering inflows into US passive equity funds over the past 6 years, identify the key players and how these...
483 Views
Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19% since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
398 Views