Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/028/076/original/ASSFN%20170615%20Amazon%20Table.png?1497521546" class="editor-image img-responsive" data-smartkarma-image-id="28076"></figure>Following our previous Market Insight on the so-called FANG stocks<a href="#_ftn1" target="_blank">[1]</a>, whose recent share price gyrations have attracted considerable investor attention, this time we narrow our focus and take a more in-depth look into the A<a href="#_ftn2" target="_blank">[2]</a> component of the mnemonic, Amazon - a company whose share price earlier this month touched the psychological USD 1,000 level.Without question Amazon’s stock price performance so far has been amazing. It has gained over 30% since the start of the year and is up more than…

Following our previous Market Insight on the so-called FANG stocks[1], whose recent share price gyrations have attracted considerable investor attention, this time we narrow our focus and take a more in-depth look into the A[2] component of the mnemonic, Amazon - a company whose share price earlier this month touched the psychological USD 1,000 level.Without question Amazon’s stock price performance so far has been amazing. It has gained over 30% since the start of the year and is up more than…

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>Summary</h2><ul>
<li>Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At 2017 Computex, Qualcomm announced that <a href="https://www.smartkarma.com/entities/13002" target="_blank" data-smartkarma-citation="entities:13002:1">Asustek</a>, <a href="https://www.smartkarma.com/entities/2985" target="_blank" data-smartkarma-citation="entities:2985:1">HP</a>, and <a href="https://www.smartkarma.com/entities/13359" target="_blank" data-smartkarma-citation="entities:13359:1">Lenovo </a>would be the OEMs to develop notebooks powered by Snapdragon 835 mobile PC platform.</li>
<li>
Transmeta and Microsoft/Qualcomm are different: Transmeta is running the x86 emulation through its semiconductor hardware/firmware design to make sure Windows OS can understand it but Microsoft is running…</li>
</ul>

Summary
Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At 2017 Computex, Qualcomm announced that Asustek, HP, and Lenovo would be the OEMs to develop notebooks powered by Snapdragon 835 mobile PC platform.

Transmeta and Microsoft/Qualcomm are different: Transmeta is running the x86 emulation through its semiconductor hardware/firmware design to make sure Windows OS can understand it but Microsoft is running…


Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC

<h2>Summary</h2>In summary, we found no major surprise from <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> WWDC 2017 except some incremental improvements on Watch OS and iOS operating system. The new iMac and iPad Pro will use the latest Intel CPU Kaby Lake, AMD GPU Radeon Pro/Vega, and TSMC A10x for the performance upgrade but no incremental change in its semiconductor suppliers.  Augmented Reality software kit on iPad/iPhone seems interesting but needs to move your iPad/iPhone around to play, and lack of glasses like <a href="https://www.smartkarma.com/entities/15273" target="_blank" data-smartkarma-citation="entities:15273:1">Microsoft</a>…

SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating system. The new iMac and iPad Pro will use the latest Intel CPU Kaby Lake, AMD GPU Radeon Pro/Vega, and TSMC A10x for the performance upgrade but no incremental change in its semiconductor suppliers.  Augmented Reality software kit on iPad/iPhone seems interesting but needs to move your iPad/iPhone around to play, and lack of glasses like Microsoft…

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

With Bitcoins rising and then correcting sharply in value, MCorp Review was pretty impressed by the little interview made by the CEO of Coins.co.th, a local fintech startup, on the topic on Spring News. Think his name was Saravut or something, but let's not dwell on names. It's just a tiny company yo. I just thought it'd be useful if someone could share the content since it's in Thai, and we don't have any recordings. Firstly, he highlighted a few interesting facts.<ul><li>
Fragmentation. There may be…</li></ul>

With Bitcoins rising and then correcting sharply in value, MCorp Review was pretty impressed by the little interview made by the CEO of Coins.co.th, a local fintech startup, on the topic on Spring News. Think his name was Saravut or something, but let's not dwell on names. It's just a tiny company yo. I just thought it'd be useful if someone could share the content since it's in Thai, and we don't have any recordings. Firstly, he highlighted a few interesting facts.
Fragmentation. There may be…

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

<ul><li>President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical Infrastructure” (the “Order”).1  </li><li>The Order mandates federal governmental review of cybersecurity policies and practices in two distinct but related spheres: (1) the federal Executive Branch, which “operates its information technology (IT) on behalf of the American people,” and (2) “the owners and operators of the Nation’s critical infrastructure.”</li><li>The Order also addresses, generally, consumer cybersecurity issues by highlighting the need to promote an “open, interoperable, reliable, and secure internet” and grow and train a workforce skilled in cybersecurity.</li><li>Its primary purposes appear to be (1) collecting information the Administration believes it needs to formulate its cybersecurity strategies; and (2) identifying avenues of potential cooperation between the federal government and other entities that are central to preserving the nation’s security.  </li></ul>

President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical Infrastructure” (the “Order”).1  The Order mandates federal governmental review of cybersecurity policies and practices in two distinct but related spheres: (1) the federal Executive Branch, which “operates its information technology (IT) on behalf of the American people,” and (2) “the owners and operators of the Nation’s critical infrastructure.”The Order also addresses, generally, consumer cybersecurity issues by highlighting the need to promote an “open, interoperable, reliable, and secure internet” and grow and train a workforce skilled in cybersecurity.Its primary purposes appear to be (1) collecting information the Administration believes it needs to formulate its cybersecurity strategies; and (2) identifying avenues of potential cooperation between the federal government and other entities that are central to preserving the nation’s security.  

Trump Executive Order Addresses Executive Branch, Critical Infrastructure Cybersecurity

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Microsoft Corp (MSFT US)

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...

Amareos

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...

Andrew Lu

Incremental New at Apple WWDC 2017?

SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...

Andrew Lu

Silicon Stories #9: Coin on Bitcoins

With Bitcoins rising and then correcting sharply in value, MCorp Review was pretty impressed by the little interview made by the CEO...

Athaporn Arayasantiparb, CFA

Trump Executive Order Addresses Executive Branch, Critical Infrastructure Cybersecurity

President Donald J. Trump issued an Executive Order on May 11, 2017 aimed at “Strengthening the Cybersecurity of Federal Networks and Critical...

Dechert LLP

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)