A primer on supply-chain management (SCM) part I
One of our featured companies is eFuture (EFUT), a leading Chinese producer of supply-chain management software (SCM). Here, we will look into what that actually does.
The Economics of Stock Analysis: ASML, high-tech but highly cyclical
In our series ‘The Economics of Stock Analysis’ Dutch ASM Lithography (ASLM). It’s a good example that even industry leaders very high-tech, knowledge intensive sectors cannot escape some unfortunate economic […]
EFUT perking up
The Chinese supply-chain software producer has had a good couple of days since we first mentioned it (or didn’t, as we made it into a rather silly guessing game), helped […]
Using economics to analyze stocks. What makes your stock tick?
Find the one or two variables that really move your stock and you will know a whole lot more. In this new series we will use a little (simple) economics […]