Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao
Summary What's new?Qualcomm this week filed a complaint in the U.S. District Court for the Southern District of California against Apple's...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Sharply Squeezalicious IV - Return to the TSE1
In the latest development in the Saga of Squeezalicious, the Nikkei reported Friday morning Sharp Corp (6753 JP) would apply for a return to the...
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Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ¥2.8 trillion....
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Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design
Summary Miss on 2Q17 guidance: Apple guides 2Q17 midpoint sales of US$44.5bn sales (-16% q/q and +5% y/y) which is 3% worse than Bloomberg...
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