Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
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US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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Blockchain & Provenance
While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...
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KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors
What's new?According to the Bloomberg News today...
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Another Strong Guidance by Micron; 3D Xpoint and 1x Nm DRAM for 2017
Summary Strong 1Q17 guidance: Micron guides 1Q17 sales growth of 10-18% q/q and 48-60% y/y to US$4.35-4.70bn, beating Bloomberg consensus...
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