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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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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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322 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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175 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
269 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2016 22:04
Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
CM Research
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210 Views
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bearish
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Thematic (Sector/Industry)
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16 Nov 2016 10:53
What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
New Street Research
202 Views
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