Global Emerging Markets Weekly: 30 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
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Intel 2Q21: Where Do Margins Go?
Intel's growth and margin picture is still deteriorating. We think the proposed acquisition of Global Foundries may accelerate Intel’s demise.
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Asia Shorts: Tencent, CMB, Ping An, Weimob, WuXi, Shimano, Cocokara, HMM, Kakao, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Figuring Out the Intel/GLOBALFOUNDRIES Deal
Should Intel acquire GLOBALFOUNDRIES as has been rumored? While this would help Intel to achieve its stated goals more rapidly, those goals seem...
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