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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Murata: MLCCs for the Long Term
MLCC players are likely to be affected by any decline in the end markets to which they cater. As such, Murata Manufacturing (6981 JP) has also...
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