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Entries from July 2017

4 Companies Which Stand To Benefit From 3D Sensing

July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing

The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]

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Tags: FNSR · HIMX · LITE · Technology · VIAV

Splunk: Terrific Company, Less Terrific Visibility

July 31st, 2017 · Comments Off on Splunk: Terrific Company, Less Terrific Visibility

Splunk offers a terrific platform for all kinds of machine data analysis that has little comparison to anything else out there. It should have considerable tailwind for some time to come from numerous sources like the Internet of Things and cyber security concerns. However, the financial path to GAAP profitability is really not clear, but […]

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Tags: SPLK

Despite The Dominance, Don’t Get Too Comfortable With Big Tech Stocks

July 31st, 2017 · Comments Off on Despite The Dominance, Don’t Get Too Comfortable With Big Tech Stocks

Today’s tech bubble is nothing like that of the dot.com bubble. There are sound economic reasons why some big tech companies are killing it and commanding sky-high valuations. However, we shouldn’t draw too much comfort from that. Perspectives and sentiment can change on a whim. Source: Despite The Dominance, Don’t Get Too Comfortable With Big […]

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Tags: Technology

TJX Isn’t Getting ‘Amazoned,’ But It Still Isn’t Cheap Either

July 30th, 2017 · Comments Off on TJX Isn’t Getting ‘Amazoned,’ But It Still Isn’t Cheap Either

Instead of being a victim of Amazon, TJX could well benefit from the inexorable rise of the e-commerce juggernaut, at least for some time to come. Unlike many other retail chains, TJX is still expanding its store count. But growth is slowing down and the share price might not have fully adjusted to that still, […]

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Tags: TJX

Jinko Solar Goes Parabolic

July 30th, 2017 · Comments Off on Jinko Solar Goes Parabolic

Jinko had a disappointing first quarter with most financial metrics deteriorating. However, since February, the shares have moved steadily higher and the latest spurt is near parabolic. This has to do with much higher installations in the first half in China, but it remains to be seen whether it can continue at that torrid pace. […]

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Tags: JKS

China’s Continued Solar Explosion

July 30th, 2017 · Comments Off on China’s Continued Solar Explosion

2017 was supposed to be a transition year in which solar installation growth was going to take a breather. For various reasons the three biggest solar markets would see stagnation at best, or possible declines, putting pressure on ASPs, margins and trade relations. However, the Chinese market keeps on growing, already closing in on its […]

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Tags: Solar sector

Is The Writing On The Wall For Micron?

July 29th, 2017 · Comments Off on Is The Writing On The Wall For Micron?

Memory markets, both DRAM and NAND flash, are very tight with prices having shot up this year, boosting Micron’s bottom line significantly. It’s surprising that these markets are growing in price, but hardly in volume and this should give some food for thought. As is to be expected, familiar cyclical forces are likely to exert […]

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Tags: MU

Optimism Returns To Super Micro Computer Stock

July 29th, 2017 · Comments Off on Optimism Returns To Super Micro Computer Stock

After a difficult fiscal 2016 things have stabilized in 2017 and there is increased optimism for growth in fiscal 2018 which has already started this month. That optimism seems justified, given the fast growth in Asia and certain sectors, and the arrival of new Intel server chips. We think only part of that optimism is […]

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Tags: SMCI

Will The Expansion End With A Fizzle Or A Bang?

July 29th, 2017 · Comments Off on Will The Expansion End With A Fizzle Or A Bang?

The Fed could very well raise rates because they fear the prospect of higher inflation and imploding asset bubbles bringing down the economy. So if they act, the economy goes out either with a fizzle or a bang. But, as it turns out, the risks of accelerating inflation is remote and an asset crash isn’t […]

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Tags: Monetary policy

MagnaChip Semiconductor Is A Buy

July 22nd, 2017 · Comments Off on MagnaChip Semiconductor Is A Buy

MagnaChip Semiconductor is already recovering, but we see considerable mileage in that still. The company produced solid Q1 figures despite some temporary headwinds. It has longer-run tailwinds from restructuring, AMOLED and analog based power solutions. Source: MagnaChip Semiconductor Is A Buy – MagnaChip Semiconductor Corporation (NYSE:MX) | Seeking Alpha

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Tags: MX