5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
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Korea M&A Spotlight: McDonald's Korea Acquisition - CJ Is Out and The Race Is Down to Two
In the race to acquire McDonald's Korea, it was reported today that the CJ Group is out of the race. Now fight for McDonald's Korea is between the...
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Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
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Maeil Dairy Industry & The Carlyle Consortium Appears to Be in the Lead to Acquire McDonald's Korea
McDonald's Korea is one of the hottest companies to be up for sale in the Korea F&B sector this year. Among the three major contenders for this...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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