Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Pokémon GO - A Thought Snack IIa: What's It Worth To Nintendo? We Have Some Minimal Clarity
On Friday after the close, for the sake of clarity, Nintendo (7974 JP) issued a Notice Regarding the Impact of "Pokémon GO" on the Consolidated...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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Pokémon GO - A Thought Snack II: What's It Worth To Nintendo?
Nintendo shares are up 90% in the last 8 trading days since the day before the launch of the newest product with Nintendo content. The market cap...
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