Category: Analysis

Analysis, Finance, Mobile

Victory For BlackBerry Ltd and headache for Apple Inc (NASDAQ:AAPL) (NASDAQ:BBRY)

A United States Court ruled in favor of BlackBerry Ltd (NASDAQ:BBRY) last Saturday in its patent infringement lawsuit over Typo’s keyboards. A preliminary injunction against the sale of Typo’s Apple Inc. (NASDAQ:AAPL) iPhone keyboards was granted in March this year after BlackBerry filed a lawsuit with the United States District Court of the Northern District of California claiming that the product infringed on one of … Continue reading Victory For BlackBerry Ltd and headache for Apple Inc (NASDAQ:AAPL) (NASDAQ:BBRY)

Viraj Shah
Analysis, BioTech, Commodities, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

SCA Posts Steady 1Q Results and Sees Early Signs of Improving Construction Market

Swedish consumer goods company Svenska Cellulosa reported first-quarter results that largely tracked our longerterm expectations. SCA’s hygiene operations (personal care and tissue) were once again steady performers while the forest product division lagged as a result of still-weak European demand for paper and solid-wood products. After reviewing the results, we are maintaining our fair value estimate of SEK 136 per share and our no-moat rating. … Continue reading SCA Posts Steady 1Q Results and Sees Early Signs of Improving Construction Market

John MeadyLeave a comment
Analysis, Energy

Can technology allow us to solve the energy price crisis ?

As a householder, you will be well aware that energy prices have been rising, and the situation has reached crisis level as many property owners are financially stretched by the effort to keep their homes and families warm. The good news is that there are solutions available to reduce the price of energy for consumers, and technology is playing a big role in delivering those … Continue reading Can technology allow us to solve the energy price crisis ?

Richard Atkins
Gilead Sciences GILD NASDAQ:GILD
Analysis, BioTech, Commodities, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

Trading Conditions in Europe Remain Soft in TNT’s First Quarter

TNT Express’ first-quarter consolidated revenue fell 4.5% from the same period last year (down 4% excluding foreign exchange). The decline was partly the result of softer Asia Pacific business, including sluggish export activity to Europe. Price competition and a continued mix shift to loweryielding shipments in Europe also contributed. Excluding foreign exchange, revenue was down 1% in the core Europe, Middle East, and Africa region, … Continue reading Trading Conditions in Europe Remain Soft in TNT’s First Quarter

John MeadyLeave a comment
Gilead Sciences GILD NASDAQ:GILD
Analysis, BioTech, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, software, Software, Tech IPO

Saenz Steps Down as Santander CEO

On Monday, Banco Santander SAN announced that Alfredo Saenz has resigned as CEO ahead of a decision by Spanish regulators that would have effectively decided whether his criminal conviction should disallow him from working in banking. Until recently, Spain’s rules had prevented anyone with a criminal conviction from holding a senior position in banking. Saenz was convicted in 2009 of making false criminal acquisitions against … Continue reading Saenz Steps Down as Santander CEO

John MeadyLeave a comment
Gilead Sciences GILD NASDAQ:GILD
Analysis, BioTech, Diversified Tech, Finance, Global Equity, Mergers & Acquisitions, Semiconductors, Services Sector, Software, software, Tech IPO

Rumors Suggest Surprising Possibility of Valeant and Actavis Combination

Media reports over the weekend suggested Valeant Pharmaceuticals VRX held merger discussions with Actavis ACT , which may now have stalled on financial considerations. Valeant had been signaling that it was seeking to pursue a large acquisition or a merger of equals, so the magnitude of the deal was not surprising, but we were a little surprised by the target. Overall, there may be enough … Continue reading Rumors Suggest Surprising Possibility of Valeant and Actavis Combination

John MeadyLeave a comment