Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET
First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion....
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
619 Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
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