EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Huami IPO Preview: An Unprofitable Company Masquerading as a Profitable One
Hot on the heels of the upcoming blockbuster Xiaomi Corp (XIAOMZ CH) IPO, Huami filed for an IPO in the US to raise $150 million on 12 January. It...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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Sector Capsule: Home Laundry Appliances in the United Kingdom
In 2017 volume sales rise by 3% to approach 5.4 million units Freestanding appliances continue to outperform built-in models Freestanding washer...
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Intel To Micron- So Long & Thanks For All The Memories!
On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has...
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