Intel's 10nm Nightmare
IntelĀ just announced record earnings for Q1 2018. Revenue was $16.1 billion, up 13% YoY and well ahead of the $15 billion +/- $500 million guidance...
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of MobileyeĀ for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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āPeak Smartphoneā Thesis Goes Mainstream, as EM Disappoints Bullsā¦
TSMCās weak guidance last week and Q2 shipment downgrades for Apple reflect the āpeak smartphoneā underweight stance on the Asian supply chain...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this weekās global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD termsā¢ NIKKEI/MXAP: Long term...
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