Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Huami IPO Valuation: Priced to Reflect Low Earnings Quality
Huami is a wearable device company backed by its largest customer Xiaomi, a 20.4% shareholder. On Friday, it announced its IPO price range of...
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AAPL CQ1 Guidance Likely a Miss, Busting IPhone X "Super-Cycle" Expectation
While many Apple Inc (AAPL US)Â analysts in the US are still living their Christmas dream, workers on the iPhone X production line at Hon Hai...
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Valuation and Toshiba Memory's IPO Chances
The FT reported yesterday that Toshiba maintained the possibility of an IPO for its memory unit as a backup plan in the event that antitrust...
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MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018
What degree of the estimate cut likely coming? Lower 1H18 sales: Bloomberg consensus expects Mediatek Inc (2454 TT) 1Q18 sales of -6% q/q and 1%...
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