Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Alibaba Pictures' Profit Warning - Positive for Alibaba Group Holdings
On July 22, Alibaba Pictures Group Ltd (1060 HK) issued a profit warning for 1H2016, saying its net loss for the period would be Rmb400m to...
358 Views
Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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Alibaba Vs Amazon - Very Different Model, Similar Risk/Reward, Both BUY
This is the second of a series of in-depth research reports comparing major Chinese and US Internet stocks. China's inflated online sales growth...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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