GMA7: Destiny Changing Dongle
During a call with the management, we discussed the following things: Free-to-air vs Pay TV CapEx for new technology The new market Dividend...
566 Views
Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!
With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...
707 Views
Meituan Dianping IPO: The "Next Big Thing"?
A close look at Meituan Dianping (MEITUAN CH) reveals that the market could value the company as the "Next Big Thing" given its dominance and...
1k Views
CyberAgent (Part II): Medium-Term Prospects Are Priced In; Positive Long-Term Outlook
This is the part two of our two-part initiating coverage report on Cyberagent Inc (4751 JP). In the part one of our report, CyberAgent: Hot...
559 Views
Tesla Inc. – Shorting the Shorts – Next Stop $500/Share in 3 Months
For bulls like us Tesla Motors Inc.'s (TSLA US) announcement of meeting production goals is good news. Bears need to find a way out of the mess...
427 Views