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Microsoft Corp (MSFT US)
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712
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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24 Nov 2016 07:14
N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
Andrew Lu
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262 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2016 01:59
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
CM Research
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237 Views
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bullish
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Thematic (Sector/Industry)
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21 Nov 2016 15:45
Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
Andrew Lu
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320 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 20:52
Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
CM Research
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174 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 16:21
Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
Sean Maher
260 Views
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