HSBC Holdings - Balancing Act Not Working
* How Simple Became Complicated Should Change Their Name to Pervasive Fundamental Challenges* Hong Kong Tension Do Not Help Group to Stay Neutral /...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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KMW - A Shorting Opportunity
In this report, we discuss a shorting opportunity of a Korean telecom equipment maker called Kmw Co Ltd (032500 KS) whose share price has surged...
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Thai Macro Watch: Saudi Attacks, Huawei Sells 5G
In this review, we look at 5 external/macro events and their impacts on the Thai market: Attack on Saudi facilities by an unknown party has sent...
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Samsung Smartphone ODM Drive & Trade Approach on Wingtech, Etc.
One of the hot topics on Samsung is this ODM talking. The talking is getting heated that Samsung will up its smartphone ODM to 30% of its total...
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