Lenovo: Cashless Revenue, Rising Risks
Investors seem to be buying into the Lenovo recovery story. Every quarter they manage to produce some growth and talk about a future turnaround. A...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
585 Views
China/US Trade War Spurs Delta To Buy Thai Associate
On 1st August 2018, electronics components manufacturer Delta Electronics Thai (DELTA TB) ("DET") announced that Delta Electronics International...
518 Views
U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
389 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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