Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities, MCorp Review identified seven common reasons why some companies either lose market leadership or fail to...
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Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
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Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
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Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
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