Zhaojin Mining Industry - Bear Market Rally or Start of Long-Term, Sustainable Recovery?
This is the first in a series of reports that we plan to publish on the gold mining companies listed in various Asian stock exchanges. Zhaojin...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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Softbank's ARM Deal May Be A Boon to Samsung
It is absolutely true that ARM’s huge success during the mobile revolution can be mainly attributed to its neutrality stance. ARM’s perfectly...
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Softbank's Long ARM into the Internet of Things.
We have noted previously that Softbank was raising a lot of money from asset sales. Most recently Travis Lundy commented on the sale of Supercell...
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