Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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SNOW - Asia's Snapchat
SNOW, owned by Naver Corp (035420 KS), is Asia's version of Snapchat. SNOW is a multimedia mobile application. Naver decided to spin-off SNOW...
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DMER Shorts: Pokémon GO and the World of Container Shipping as We Knew It
Pokémon GO and the world of container shipping as we knew it “Dad, have you heard of Pokémon Go, can kids play it, when can I download it”, “Dad,...
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Post 2Q16 Results: Alphabet Continued to Beat Baidu on Growth, Valuation and Risks
For 2Q16, Alphabet Inc Cl C (GOOG US)'s revenue and non-GAAP EPS beat consensus by 3.5% and 4.7%, respectively, while Baidu Inc (ADR) (BIDU...
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Thoughts on LINE's 2Q16 Results
There were no major negative surprises with LINE Corp (3938 JP)'s 2Q16 results. We continue to believe LINE Corp is a solid, long-term Buy. We do...
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