Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
169 Views
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...
247 Views
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...
237 Views
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...
139 Views
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...
102 Views