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...
190 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,...
179 Views
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...
191 Views
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%...
173 Views
Companies that Are Chronic Cash Hoarders....
It is not just a Japan issue, a lot of US companies also hoard cash. Apple Inc (AAPL US) for instance has $67bn sitting on the balance sheet. I do...
451 Views