Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
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🇯🇵 JAPAN • The Hundred Days War - COVID Heroes & Villains
THE 'HUNDRED DAYS WAR' - It is almost one hundred days since the equity markets began to discount the onset of COVID-19. Since the TOPIX closing...
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Japan Needs More Cowbell
I had the privilege of writing a letter to the FT's Alphaville in January titled "The GPIF and the complexity of stewardship" about some of the ESG...
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Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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