I know first was invited to the first fintech event in 2022 in China, which was held with china's economic attachés together with Israel Export Institute. The goal is to introduce Israeli fintech solutions to Chinese companies and banks. Today, China is a leading country in the electronic payments field (e.g-the WeChat Pay and Alipay apps, and the surrounding ecosystem).
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
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