The article was written by Motek Moyen ResearchSeeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
Summary
The new sanctions against Huawei means Taiwan Semiconductor was forced to stopped taking new foundry orders from it.
This is a near-term headwind. Huawei is the no. 2 largest foundry customer of Taiwan Semiconductor. Huawei accounts for 15% to 20% of Taiwan Semiconductor’s revenue.
TSM is still a buy because other Chinese phone vendors like Xiaomi, Oppo, and Lenovo can eventually make up for the lost business from Huawei.
• TSM also touts lower valuation ratios than its foundry customers Advanced Micro Devices and Nvidia. This is just wrong because TSM operates on a higher net income margin.
Taiwan Semiconductor boasts an excellent balance sheet. Its total cash is $18.86 billion while its total debt is only $7.3 billion.
The article was written by Kun Qiu, a Financial Analyst at I Know First.
Summary
Overall European country ETFs had positive returns in the first 5 months in 2019, among which Greece ranking first with a return of 31.9%
American and Chinese country ETFs were negatively influenced by the trade war, but recently both are recovering gradually
Other Asian countries replying heavily on Chinese companies’ supply chain may also be affected by Trump-Xi trade war, ETFs of Hong Kong, South Korea and Singapore saw the same fluctuation pattern as the one of China
The article was written by Whitney Su, a Financial Analyst at I Know First.
Summary:
Despite concerns over the ongoing Trump-Xi trade war, we can expect Apple to operate as usual in Greater China (Mainland China, Hong Kong, and Taiwan), which accounts for nearly 20 percent Apple's total revenue.
Stock prices went up by more than 1% on 11 June 2019, closing at $194.99, after Foxconn's statement that it was capable of relocating iPhone production outside of China, if necessary. Stock prices have seen an upward trend since that announcement.
I give AAPL stock a bullish one-year forecast. No longer relying on iPhone sales to hold up the company, Apple is turning towards services instead, projecting increased service sector revenue of $14 billion per quarter by 2020.
Widespread popularity of the Apple Watch and AirPods spearheads revenue increases in Apple's "Other Products" sector. Innovative product development will continue to drive up AAPL stock prices.
Press Release: Ben Rubin, the Head of Advisory Service of I Know First, presented on China-Israel Xuanwu Forum on Agriculture Technology Innovation Cooperation (Project) in Nanjing, China on May 30. More than 200 companies from Israel and China took part in the conference, and I Know First was invited as Israeli representative in artificial intelligence field. Representatives of companies from two countries shared their ideas through speeches, roadshows, and face-to-face talks.
I Know First: representative of AI technology from Israel
The forum is organized by Nanjing municipal government, together with Suning Group (one of the biggest e-commerce and
Ben addressing the contingent of Chinese investors
I Know First Head of Advisory Services, Ben Rubin, has taken part in the China-Israel Investment Conference in Jinan on the 28th May 2019 . In the conference, he delivered an elevator pitch focused on the use of machine learning in finance and the company’s proprietary AI for stock market prediction. Ben shared how I Know First could bring value to the customers and investors worldwide.
I Know First will be showcasing their AI predictive algorithm technology at Investment Conference in Jinan, China on 28th May 2019. Ben Rubin, I Know First Head Of Advisory Services, will deliver a presentation that focuses on the company’s proprietary AI algorithm for stock market forecasts and the value it brings to the customers and investors worldwide. The event has seen the likes of prominent Chinese investors such as Alibaba executives, Ping An, Tencent, Baidu, Lenovo, Sailing Capital, GF Securities, Haitong and many funds, competing for their time and meetings with directors of Israeli
I Know First, for the Hong Kong Stock Forecast, have the “By Country – Hong Kong” package based on the forecasting model for the main equities listed on the Hong Kong Stock Exchange (SEHK), specifically a selection of 640 stocks. I Know First is expanding its presence in Asia and it became the first company to provide AI forecasting services for the Hong Kong stock market and to the retail clients from mainland China and Hong Kong. The Hong Kong Stock Exchange is the third biggest in Asia after the Shanghai Stock Exchange and the Tokyo Stock Exchange.
I Know First’s CEO Yaron Golgher Live Interview
Recently, the I Know First’s CEO Yaron Golgher, had a live interview in Hong Kong. The interview took place at a local station and the aim was to show our algorithm and how it works, the company’s history, and more. The interviewer was the new I Know First’s local partner. This agreement was signed with the objective to have a partner that gives to our clients in that area all the necessary tools to enable to use our forecasting services.
I Know First, Ltd. is a financial technology company that provides daily investment forecasts based on an advanced, self-learning algorithm. Thus, the company’s algorithm predicts over 10,000 securities (and growing). Thus, it has capabilities to discover patterns in large sets of historical stock market data.
The underlying technology of the algorithm based itself on Artificial Intelligence. It also based itself on machine learning and incorporating elements of artificial neural networks and genetic algorithms. Moreover, the algorithm generates daily market predictions for stocks,I Know First.
I Know First-Daily Market Forecast, does not provide personal investment or financial advice to individuals, or act as personal financial, legal, or institutional investment advisors, or individually advocate the purchase or sale of any security or investment or the use of any particular financial strategy. All investing, stock forecasts and investment strategies include the risk of loss for some or even all of your capital. Before pursuing any financial strategies discussed on this website, you should always consult with a licensed financial advisor.
