Sina/Weibo on Track for Revenue Acceleration
We are more positive on the growth potential of Weibo (WB US) after it beat expectations in 1Q. China is still in an early stage of social...
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LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?
We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...
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Is Amazon Still Amazing?
Following our previous Market Insight on the so-called FANG stocks[1], whose recent share price gyrations have attracted considerable investor...
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Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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Mark Zuckerberg and the Gattaca Society
At some point centuries from now, we will not have money, salaries or single sovereign governments. We will have a variant of a Gattaca Society....
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