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Microsoft Corp (MSFT US)
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735
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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bullish
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Thematic (Sector/Industry)
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05 Dec 2016 21:39
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
Sean Maher
197 Views
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bearish
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Thematic (Sector/Industry)
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04 Dec 2016 15:17
US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
Andrew Lu
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252 Views
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bullish
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Thematic (Sector/Industry)
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30 Nov 2016 18:16
5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
New Street Research
333 Views
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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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266 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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242 Views
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