Himax In Transition, Is There Light At The End Of The Tunnel?
Himax looks to be set to move to the non-display driver business in a more serious way with a large CapEx program and an acquisition. It is gearing up investments […]
Another Own Goal?
The trade tensions between the US and China are heating up. Much of the US focus is on Chinese efforts to expand in high-tech industries in general and optical networking […]
Technology Shares Out Of Fashion?
Bank of America argues that investors should lighten up on technology stocks. We think this is way too general an approach, investors are much better off on a case-by-case analysis. […]
ServiceNow: Beautiful Business Model, But The Stock Has No Margin For Error
We were worried about high valuation half a year ago, and the shares have added almost 50% since. This gives the stock little margin for error. However, the company has […]
Cirrus Is Cheap, But Investors Have To Be Patient
The shares have fallen off a lot on some disappointing results, and the last quarter wasn’t much different. Growth is only likely to return in 2019. So 2018 is a […]
Chinese Investor Strike?
Macro lessons for investors part II. Some argue that the US trade deficit is simply the result of big US public sector deficits and debts (which need to be refinanced), […]
Macro Lessons For Investors
Macro forces are impacting financial markets continuously; investors do well getting to grips with the basics. However, there are wildly different views about how the economy works, and the debate […]
Talend Has A Strong Competitive Position
Parts of the company are growing really fast and it seems to be the go-to solution for big companies, suggesting a substantial competitive advantage. However, there are still substantial losses […]
YY’s Shares Have Fallen Off Too Much
Investors were apparently disappointed by Q4 figures and outlook, as the shares sold off substantially. Growth is indeed slowing down a tad but it is still very solid, and competitive […]
Ambarella’s Shares Should Bounce Back
For years this has been a very promising company, well positioned to benefit from a host of emerging growth market. Performance has never really quite matched the promise, in part […]