US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
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TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws
The Nikkei Asian Review reported on Monday (18th May 2020) that the world’s biggest contract chip maker TSMC has halted accepting new orders from...
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Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
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Thai Macro Watch: Saudi Attacks, Huawei Sells 5G
In this review, we look at 5 external/macro events and their impacts on the Thai market: Attack on Saudi facilities by an unknown party has sent...
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Apple Q3 19: Details on China and Japan Plus Good News on Revenue Mix
We take a look at some of the data points that we believe are relevant in Apple's Q3 19 results including the contribution of service and other...
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