• All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Write a Squawk
No posts
  • Trade view / Tuesday at 5:28 GMT
    Strategic trade appears attractive ahead of earnings

    Portfolio Manager / Alcuin Asset Management
    Despite seemingly good earnings reports, Baidu and Alibaba saw investors react negatively to mobile’s growing contribution to revenue, as the mobile monetisation rate is lower than that of PC. Ahead of’s earnings next week, I expect that investors will have priced in this trend. In addition, its lower reliance on third-party firms will help it during the first quarter, which is likely to see rivals post lower revenue growth as the late timing of the Chinese New Year festival takes its toll.
    Read the Trade View
  • Article / 20 February 2015 at 5:58 GMT

    Chinese phone giant Xiaomi plans 'baby steps' US entry

    Portfolio Manager / Alcuin Asset Management
    Chinese electronics giant Xiaomi is planning to enter the US market. Its tentative baby steps will firstly see the smartphone firm open its ecommerce site in the US, to sell earphones, power banks and fitness bands. Issues need to be resolved before the world's most valuable smartphone manufacturer can then market its phones in the lucrative US market, but these should be sorted out this year.
    Read the article
  • Calendar event / 19 February 2015 at 16:59 GMT

    US Yahoo! Inc

    High Yahoo Mobile Developer Conference
  • Editor’s Picks / 18 February 2015 at 23:55 GMT

    Investors keeping watch on Apple's wearable gamble

    Business Spectator
    Smartwatches powered by Android haven't taken the market by storm. So is wearable technology worthy of serious investor attention? Moreover the Apple device won't yet have the health tracking technology that was originally planned either. So this Apple move looks like a gamble. But unlike those of its rivals – Samsung, Sony and LG Electronics – the Apple ecosystem is robust. Consumers should feel comfortable enough to try out an Apple watch. Apple is expected to sell 11.8 million watches this year, making it the market leader in wearables. As a fashion accessory, the Apple Watch will set the tone and with features like Apple Pay and the ability to glean information without having to take out your phone, Apple will give its fans enough of a taste to make them pine for the next model.
    Read article on Business Spectator
    Go to post
  • Trade view / 13 February 2015 at 10:05 GMT
    Medium term

    Microsoft to mean-revert higher

    Trader /
    United States
    Shares of Microsoft Corporation (MSFT:xnas) bounced in recent days and now look to be in a better position to break past the post earnings slump for a better mean-reversion move higher.
    Read the Trade View
  • Calendar event / 12 February 2015 at 16:59 GMT

    US Apple Inc.

    High Q1 2015 Dividend payment date
  • Trade view / 12 February 2015 at 4:34 GMT
    Strategic trade

    Update: Fourth-quarter earnings boost NetEase

    Portfolio Manager / Alcuin Asset Management
    After the release of strong fourth-quarter earnings on Monday, I've reviewed my NetEase trade that I initiated in December. The gaming business has performed well, as I expected, and I have raised both my target and stop prices. However, I have not extended the trade duration, because I feel that there is little upside in NetEase, in the first half of the year, and with the share price trading near record highs, investors may take the opportunity to take profits.
    Read the Trade View