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  • Article / Just now

    Is Apple still a visionary company?

    Consulting Editor / Saxo Bank
    Is Apple still a visionary company?
    A new report from the Wall Street Journal states that Apple will launch its new on-demand streaming music service next week. But will it have what it takes to compete with Spotify, Pandora and the rest? And even if it does, will that be enough?
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  • Editor’s Picks / 26 May 2015 at 23:06 GMT

    Apple considering $1.6bn bond issue in Japan

    Nikkei Asian Review
    Apple is considering issuing about JPY 200 billion ($1.62 billion) in bonds as early as June, in what will be its first fundraising activity in Japan, according to a report in Nikkei Asian Review. The technology company is aiming to procure funds at low cost by taking advantage of rock-bottom interest rates in Japan. It is believed it will use the proceeds to boost shareholder rewards and possibly expand Japanese operations. Earlier this month, Apple started gauging potential demand for the yen-denominated bonds among regional banks, life insurers and other institutional investors.
    Read article on Nikkei Asian Review
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  • Editor’s Picks / 18 May 2015 at 23:32 GMT

    Icahn says 'dramatically undervalued' Apple should trade at $240

    Billionaire investor Carl Icahn said on Monday Apple Inc's stock was "still dramatically undervalued" and that it should be trading at $240, nearly double its current price. Icahn also used an open letter to Apple Chief Executive Tim Cook to call for it to execute a much larger share buyback, returning to a longtime theme of the activist investor's campaign for the iPhone maker to boost shareholder returns. Apple shares rose as much as 1.8% to $130.72 by midday on Monday. The stock has gained more than a quarter since October, when Icahn first said it was undervalued.
    Read article on Reuters
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    21 May
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    22 May
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    23 May
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  • Editor’s Picks / 14 May 2015 at 6:19 GMT

    Apple must revamp its China strategy

    China Spectator
    China has become increasingly important to Apple, having surpassed Europe as the Californian tech giant's second-largest market. Sales in Greater China (including Hong Kong and Taiwan) rose 71% to $16.8bn in the first quarter, much faster than Apple's global rise in revenue of 27%. But there are signs that the smartphone market is reaching maturity in China. Shipments in China fell 4.3% in Q1 compared with a year ago. To guarantee growth, Apple must lay the groundwork to ensure its latest offering – the Apple Watch – ultimately succeeds. One of its strengths has been its ability to popularise technology of interest to geeky early adopters. It has to repeat this in China with Apple Watch.
    Read article on China Spectator
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  • Article / 11 May 2015 at 12:00 GMT

    How to make it big in China

    Consulting Editor / Saxo Bank
    While the phrase "big in Japan" may have once represented a slight against the bloated careers of aging and no-longer relevant pop stars, 'big in China" is a mechanism by which aging brands can renew themselves. Just look at Buick...
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  • Article / 11 May 2015 at 10:00 GMT

    The slow-moving game of oligopoly

    Managing Partner / Spotlight Group
    United Kingdom
    The slow-moving game of oligopoly
    An oligopoly is a market structure in which a few firms dominate, and the global automotive industry is a prime example of type. Although the sector is characterised by concentration, however, smaller players can and do exist, and some of these – such as Tesla – may prove revolutionary.
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  • Editor’s Picks / 01 May 2015 at 4:30 GMT

    Disruptive rivals ready to snatch clients from complacent bankers
    While banks have been focussing on getting ready for Basel 3 and dealing with legacy issues from the GFC, there has been a seismic shift happening under their noses. Technology companies without the same legacies are adding banking products and services to their consumer services. Google (Google Wallet), Apple (Apple Pay) and Ebay (PayPal) have already taken their first steps into financial services and they will keep penetrating these markets given complacent incumbent players, above normal returns and huge cross-selling opportunities. A raft of smaller players are also attacking financial services from every angle – from online transactions, phone banking and peer to peer lending.
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    06 May
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