How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
256 Views
FAANG Splinters - Weak and Strong Pullback Targets
US big tech is the last pillar of real support in the US and a core driver for the global cycle. Today we delve into the strong horses and the...
396 Views
The Reliance Industries [RIL] Rights Offering
Following a couple of days of speculation, on 30 April, Reliance Industries (RIL IN) made an announcement of an intended 1:15 rights offering (i.e....
621 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
Media Nusantara Citra (MNCN IJ) - A Multi-Media Message
Hary Tanoesodibjo, the inimitable owner of leading Indonesian Media Nusantara Citra (MNCN IJ) hosted a conference call post the company's 1Q20...
450 Views