Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
1.9k Views
Business Happenings in the Americas that May Be “Below the Radar” - Week Ending January 17, 2019
Highlights of significant recent happenings include: Substantive Deep Dive - Canada's BlackBerry Ltd (BB CN) seeks to be the go-to provider...
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Apple (AAPL): Reduces Prices in Mainland China - Right Action, But Not Enough
Tim Cook passed the buck to the weak sales in China. However, we believe China’s retailing is running well based on our visits to shopping malls...
703 Views
A Pricey Deal in Hindsight, Walmart? India Reviews Policy - Amazon, Walmart May Need to Rejig Model
Would Wal Mart Stores (WMT US) have paid USD16 bn last year for Flipkart, a leading online Indian retailer, if the recent clarification on India's...
1k Views
The GER Weekly EVENTS Wrap: Healius, FamilyMart, Healthscope, Myob and Hitachi
Happy New Year! Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the potential...
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