Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?
With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a...
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IPhone 8--Possible Inventory Adjustments; IPhone X--Continued Production Problems
Based on the news that iPhone 8 pre-orders were weaker than both iPhone 6S and iPhone 7 were when they were launched, we've heard some bearish...
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Auto Electrification 'Drives' Growth of Passive Components
The Market Underestimates Long-Term Growth of Auto Electrification, Which Will Provide a Long-Term Investment OpportunityWe believe the market is...
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Apple Asks Operators to Take IPhone 6/6s Inventories to Secure IPhone 8 Quota
What's new?According to Commercial Times today, Apple Inc (AAPL US) asked Chunghwa Telecom Co Ltd (2412 TT), Far Eastone Telecomm Co Ltd (4904 TT),...
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