The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
403 Views
MediaTek (2454.TT): 1Q22 Preview-A Little Bit Higher in Revenue Outlook
In our estimate, the 4Q21/1Q22 revenue/GM is about NT$127.6bn/47.5% and NT$136Bn/47.5% respectively. We forecast MediaTek to ship 4G/5G for ~355mn...
582 Views
Microsoft’s Activision Acquisition Is a Stupendous Deal
Microsoft's acquisition of Activision is a homerun by any measure: strategically, financially, and on valuation. We expect the level of synergies...
555 Views
TSMC (TSM.US, 2330.TT): Bright Outlook in 2022
2022 outlook being bright. Intel’s possible orders in 2023. iPhone 2023 will be designed by Apple. TSMC's continuing updated technology roadmap.
530 Views
Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
376 Views