Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
574 Views
News Said Intel Will Push 7nm Ramp-Up to 2022 from 2020?
What's new?According to the Motley Fool news, Intel has posted an updated version of job listing for processor designers from 2020 to 2022 and...
327 Views
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
507 Views
Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS
What's New?On September 1, Byte Technology (UK based company) released Apple Inc (AAPL US)Â Watch 2 and Watch 1 components comparison video, which...
426 Views
Note 7 Battery Replacement Impact Assessment: May Be A Good Thing for Samsung Group
How many Galaxy Note 7 should be replaced? It has been said that Samsung Electronics has so far sold about 1.4-1.5 million units of Note 7 to 10...
380 Views