JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
409 Views
Olympus - Is It All Going Wrong Again?
Olympus reported a poor 1Q FY16 OP result (¥10.8 billion down 37% YoY) and revised down its full year OP forecast (from ¥90 billion to ¥77...
200 Views
Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
365 Views
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...
226 Views
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
169 Views