Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review
It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the...
244 Views
Softbank: Will Sprint Bid for T-Mobile? If They Do, the Merger Synergies Could Be Massive.
New Street Research has spent a lot of time looking at a possible merger of Sprint (S US)Â and T-Mobile (TMUS US) . Â We recently upped our target...
397 Views
Paralyzing Qualcomm's Patent Business? Samsung & Softbank's ARM Will Gain The Most
Personally, I found Korea's FTC decision on Qualcomm very surprising. Of course, it was China who first attempted to levy a fine against Qualcomm's...
280 Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
351 Views
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
246 Views