Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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Chow Tai Fook (1929 HK): Strong Rally, Weak Jewellery Demand. Growth Risks.
Downside risk to the stock as stretched valuations overlook the risk of worsening jewellery sales if the gold rally continues.
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Laopu Gold (6181 HK): Technical Overhang Masks Strong Fundamentals – Gold Bulls Stay Put
Investors confident in rising gold prices can see Laopu's current technicals driven stock weakness as an opportunity given it's strong growth...
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