Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate
While the amount of real estate needed by data centres is small in comparison with the volumes required for e-commerce, we are seeing that data...
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AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
713 Views
China/US Trade War Spurs Delta To Buy Thai Associate
On 1st August 2018, electronics components manufacturer Delta Electronics Thai (DELTA TB) ("DET") announced that Delta Electronics International...
670 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
428 Views
TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
1.7k Views