Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
328 Views
Last Week in Event SPACE: Unizo, Hitachi High, Toshiba Mach., Oriental Land, Naspers/Prosus, Altran
Last Week in Event SPACE ... The content of Blackstone's strong bid for Unizo Holdings (3258 JP) is materially similar to the content contained...
370 Views
Samsung Electronics - Is a Company Split the Occam's Razor Plan B to Offset the 30% Cap Rule?
In this insight, we analyze the prospects of an eventual company split for Samsung Electronics as a "Plan B" to offset the negative effects of the...
383 Views
How Far Behind Is Intel's Process Migration?
Intel has fallen behind in process migration to such an extent that its PC processors have been in a shortage for over a year. This SmartKarma...
371 Views
Apple 1QFY2020 Results: IPhone Sales Make a Comeback
Apple reported its 1QFY09/2020 results yesterday which saw revenues and operating profit beating its own guidance as well as consensus...
387 Views