Post 2Q16 Results: Alphabet Continued to Beat Baidu on Growth, Valuation and Risks
For 2Q16, Alphabet Inc Cl C (GOOG US)'s revenue and non-GAAP EPS beat consensus by 3.5% and 4.7%, respectively, while Baidu Inc (ADR) (BIDU...
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Thoughts on LINE's 2Q16 Results
There were no major negative surprises with LINE Corp (3938 JP)'s 2Q16 results. We continue to believe LINE Corp is a solid, long-term Buy. We do...
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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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