Lenovo's 2Q Result Beat Consensus and Our Forecasts; Will to Acquire 51% of Fujitsu's PC Business
No-moat Lenovo Group Ltd (992 HK)'s fiscal second-quarter (ended September) results surpassed consensus and our forecasts, with revenue up 4.7% and...
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Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?
With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a...
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Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
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Fuji Electric Placement - Large Deal Size, Small Overhang
Fujitsu Ltd (6702 JP) is selling 54m shares of Fuji Electric Co Ltd (6504 JP) in a secondary placement. Post-deal, Fujitsu will be left with only...
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Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017
In July 2017, Gartner updated its annual report "Hype Cycle for Emerging Technologies, 2017" and revealed three distinct technology trends- AI...
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