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Fat Prophets

Blue skies ahead

Dec 10 2015 @ 03:00
The oil industry’s pain is airlines gain, especially for those that don’t have a fully hedged fuel book over the next six months or so such as JetBlue (NASDAQ: JBLU, initial buy at $8.77). With oil prices in the doldrums, airlines should continue posting super profits for some time yet. In the third quarter ended […]
 

Taiwan Semi bets on China

Dec 09 2015 @ 03:00
Taiwan Semiconductor Manufacturing (NYSE: TSM, initial buy at $10.76) has plans to build a new advanced semiconductor plant in Mainland China, placing a substantial bet that it needs to be on the ground to capture as much market share of the fast-growing market as possible. Chairman Dr. Morris Chang stated: “In view of the rapid […]
 

Next gen’s next gen

Dec 08 2015 @ 03:00
As we have stated previously, we think the predictions of the death of the console will prove incorrect for at least this generation. Of course Sony can’t stand still, because its competitors sure won’t and that takes us to the other part of the weekend’s event that we wanted to share. Besides new games in […]
 

Day one

Dec 07 2015 @ 03:00
Sony (NYSE: SNE, initial buy $13.64), held its second annual PlayStation Experience event in San Francisco over the weekend and wow, judging from the sizzle reels shown, 2016 is shaping up to be an exciting one for gamers! This bodes well for Sony, as there looks to be plenty of content and new hardware that […]
 

Kicking the tyres

Dec 04 2015 @ 03:00
Toyota (NYSE: TM, initial buy $94.45) reported November 2015 sales of 189,517 units, an increase of 3.4 percent year over year on a volume basis. However, with two less selling days in November 2015 than in November 2014, sales were up a more impressive 12.4 percent on a daily selling rate (DSR) basis. Group vice […]
 

Ride wars

Dec 03 2015 @ 03:00
Even for those who have travelled regularly to China, the scale of the country is often mind-boggling. Consider the news yesterday that Didi Kuaidi, the dominant ride-sharing company in China, announced it would be expanding its car hailing business to more than 400 cities over the next three months, to put in place what the […]
 

Mom, meet the Machines!

Dec 02 2015 @ 03:00
While the prolific author Isaac Asimov is perhaps most well-known for his Foundation series, he penned many a robot story during his career as well, with his canon consisting of dozens of short stories and at least four novels, depending on how one chooses to categorize them. Perhaps the most famous of the robot characters […]
 

China Mobile’s 4G chugging along

Dec 01 2015 @ 03:00
The Chinese wireless carriers have published their latest monthly customer figures and China Mobile continues to lead the race in adding 4G subscribers. China Mobile, the largest wireless carrier in the world by customer numbers had one of its strongest months adding 4G customers in October, since launching its 4G service back in early 2014. […]
 

Battle of the Force

Nov 30 2015 @ 03:00
  “It is more powerful than you know!” -Darth Maul It takes strength to resist the dark side. Only the weak embrace it.” -Obi-Wan Kenobi There is a battle going on over Walt Disney shares at the moment. On one side we have the growing buzz around the upcoming release of the latest chapter in […]
 

Let's Play!

Nov 27 2015 @ 03:36
With the weekend coming up, a growing number of people will be looking forward to settling down on the couch, bean bag, or in some cases perhaps that super-duper gaming chair with speakers built into the frame, and getting ready to do battle on their video game platform of choice. For many, that is the […]
 
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