The Market Sentimentalist - New-FANG-Led Technology
Summary “There is a time to smile, a time to cry, A time to live, a time to die, A time to sell and a time to buy” Our thoughts on technology...
208 Views
US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
774 Views
Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
402 Views
Sony (6758) Readthrough from Universal / Spotify Deal
Spotify’s deal with Universal Music paves the way for a renewed deal with Sony Music, one that could work to the advantage of both Spotify and...
265 Views
Avex (7860): Shutting Down GEOCHANNEL
Analyst Thao Nguyen comment Avex announced on March 31st that it is shutting down GEO CHANNEL, which is a subscription video on demand (SVOD)...
264 Views