Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

AI & Machine Learning Disrupting The Healthcare Industry

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net income up 285%, compared with negative 0.2%, positive 3.5% and 80% rises in the first half respectively. No management guidance was provided for fiscal 2016 and we broadly maintain our existing forecasts with our fair value estimate growing to JPY 7,500 per share from JPY 6,800 per share due mainly to our increased fair value of <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding</a>…

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net income up 285%, compared with negative 0.2%, positive 3.5% and 80% rises in the first half respectively. No management guidance was provided for fiscal 2016 and we broadly maintain our existing forecasts with our fair value estimate growing to JPY 7,500 per share from JPY 6,800 per share due mainly to our increased fair value of Alibaba Group Holding…

Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'. Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it. This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'.   Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it.   This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

Artificial Intelligence & Internet of Things: Making Sense of It All

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can "structurally" generate a certain amount of profits on a consistent basis. This is exactly what has worried me and still worrying me. Samsung is still having a high degree of uncertainty even in its currently largest profit-contributing area (semiconductor). Then, what should Samsung do with its memory chip business? Similarly to Intel's strategy, Samsung should also develop a next gen memory chip technology that can effectively address the current limitations of DRAM and NAND technologies. But more importantly, Samsung should also build a strong business presence in the opposite area (processor market segment) in an effort to build a "structurally" robust business presence by bundling memory and processor products (this form of product is called "SoC (System on Chip)".

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can "structurally" generate a certain amount of profits on a consistent basis. This is exactly what has worried me and still worrying me. Samsung is still having a high degree of uncertainty even in its currently largest profit-contributing area (semiconductor). Then, what should Samsung do with its memory chip business? Similarly to Intel's strategy, Samsung should also develop a next gen memory chip technology that can effectively address the current limitations of DRAM and NAND technologies. But more importantly, Samsung should also build a strong business presence in the opposite area (processor market segment) in an effort to build a "structurally" robust business presence by bundling memory and processor products (this form of product is called "SoC (System on Chip)".

Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC

It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the previous quarter for Note 7 disaster. Nonetheless, I'm little concerned about IM sales figures. Apparently, SEC is still having a setback in the actual smartphone market due to Note 7 incident. This might be due to a deteriorated brand power and reputation, or it might be because SEC did not really have a strong flagship smartphone during 4Q16. Regardless of what really caused it, SEC still seems to need some more time to fully recover from Note 7 incident in terms of smartphone sales figures. SEC had still sold about 90 million smartphones during 4Q16, so smartphone sales volume isn't the problem. Rather, SEC needs to sell more high-end smartphones. This is why GS8 is so important!

It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the previous quarter for Note 7 disaster. Nonetheless, I'm little concerned about IM sales figures. Apparently, SEC is still having a setback in the actual smartphone market due to Note 7 incident. This might be due to a deteriorated brand power and reputation, or it might be because SEC did not really have a strong flagship smartphone during 4Q16. Regardless of what really caused it, SEC still seems to need some more time to fully recover from Note 7 incident in terms of smartphone sales figures. SEC had still sold about 90 million smartphones during 4Q16, so smartphone sales volume isn't the problem. Rather, SEC needs to sell more high-end smartphones. This is why GS8 is so important!

Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review

United Kingdom

Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.

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ARM Holdings (ARM US)

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net...

Morningstar, Inc.

Artificial Intelligence & Internet of Things: Making Sense of It All

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...

Ishita Jain

Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...

Sanghyun Park

Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review

It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the...

Sanghyun Park

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