Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
364 Views
U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
421 Views
Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?
Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much...
280 Views
Taiyo Yuden (6976) - Worth Watching on the Broadcom / Qualcomm Situation
Discussions with techsperts in the US as to whether the Broadcom (AVGO US) / Qualcomm (QCOM US) deal will complete (and if so, at what price)...
307 Views
U.S. Equity Strategy:Â Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
602 Views