Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
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Macronix: Devices Depend on Company's Memory
Good price momentum and low correlation relative to its sector Strong global sales of high end smartphones with AMOLED and severaldevices with...
178 Views
Nintendo (7974) - Is the Gamevice Patent Suit a Problem?
As night follows day, hit products invite patent suits. In one corner, there are the chancers who hope the link to their product, whilst tenuous,...
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Sony (6758) How Good, Really, Was Its "Blow-Out" June Quarter?
Sometime around 2003, Sony started generating "exceptionals" and it hasn't stopped since. Whether it is writedowns on business closures, write-offs...
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Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
165 Views