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Nintendo (7974 JP)
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351
Analysis
Information Technology
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Japan
Nintendo Co., Ltd. globally develops, manufactures and sells home-use video game hardware and software in home entertainment business. The company also produces home-game products including cards.
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bullish
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Apple
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21 Sep 2016 04:16
Apple - Apple TV: Make Your Mind Up Time
Morningstar's argument that an over-the-top TV service would work for Apple, content providers and customers alike is, in our view, spot on the...
Pelham Smithers Associates
200 Views
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bullish
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Thematic (Sector/Industry)
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17 Sep 2016 11:01
Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
Andrew Lu
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187 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 19:39
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
Travis Lundy
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247 Views
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bearish
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Macroeconomics
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13 Sep 2016 15:09
Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
Naomi Fink
250 Views
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bearish
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Thematic (Sector/Industry)
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12 Sep 2016 10:21
Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
Andrew Lu
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284 Views
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