N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
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Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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# AppleTax
The EU decision to order the Irish government to collect EUR13bn in back taxes from Apple has been a hot topic of debate in recent days.With many...
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Greece's Travel & Tourism industry shines amidst crisis
The Greece government is running out of time and money. 320 billion euros is the size of their debt mountain. Money enough to carry out 15 Apollo...
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1&1: Telefónica Circling Germany’s #4 Mobile—tight Float, Heavy Remedies, Real Synergies
Telefónica may bid for 1&1. Tight float, scarce borrow. Synergy-backed takeout €26–€30/sh (sweet spot €28–€29). PFV €23.83; Phase-II 9–12m implies...
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