Apple - Apple TV: Make Your Mind Up Time
Morningstar's argument that an over-the-top TV service would work for Apple, content providers and customers alike is, in our view, spot on the...
335 Views
Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
268 Views
July Tourism &Â Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
260 Views
Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
395 Views
Sony - Better Picture
Sony is a company everyone seems to like having a quiet dig at. It is worth considering that whatever Sony's past was like, these days it is the...
340 Views