AAC Tech (2018): H1 Review, Augmented Reality as New Growth Driver
This is the first time since the Q2 2014 that AAC Tech experienced negative revenue growth while gross margin is also being shaved. MEMS components...
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The Apple Exodus and Declining FAANG Sentiment
Despite surpassing $1Tr in market cap, ownership of Apple Inc (AAPL US) among global equity managers has never looked so bleak. The percentage of...
342 Views
Xurpas (X): Internet Access for Emerging Market
BackgroundXurpas' share price has been battered down for the past 2 years since the IPO. The market was concern about the earnings and business...
518 Views
FANG Deterioration and Pivot Floor
FANG deterioration and market floor supportNDX has been underperforming of late, creating a flash point if we see tech break lower and is also part...
488 Views
Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
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