Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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News Said Intel Will Push 7nm Ramp-Up to 2022 from 2020?
What's new?According to the Motley Fool news, Intel has posted an updated version of job listing for processor designers from 2020 to 2022 and...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS
What's New?On September 1, Byte Technology (UK based company) released Apple Inc (AAPL US) Watch 2 and Watch 1 components comparison video, which...
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Note 7 Battery Replacement Impact Assessment: May Be A Good Thing for Samsung Group
How many Galaxy Note 7 should be replaced? It has been said that Samsung Electronics has so far sold about 1.4-1.5 million units of Note 7 to 10...
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