Interested in semiconductor stocks?
Nearly every digital electronic device today is powered by semiconductors, which contain silicon and are critical for creating integrated circuits, also referred to as microchips. Part of the problem is that the return on investment isn't compelling enough to build new foundries—which cost billions of dollars and take years to construct—to…
Technology
Ignore the opportunities in the ASX-listed semiconductor space "at your peril," according to Marc Kennis from Stocks Down Under.
Marc has been analysing the sector since the 1990's and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano's (WBT) recent breakthrough and Brainchip's (BRN) commercial…
Apple is a scary entrant
Some of the ASX-listed Buy Now Pay Later (BNPL) stocks took a beating last week, with AfterPay (ASX: APT) dropping about 14% and Zip Co (ASX: Z1P) dropping around 16%. The key reason for the broad sell-off was tech giant Apple (NASDAQ: AAPL) announcing that it will be introducing its…
How to play the Cyber Insecurity trend
Cyber-attacks these days are as common as lockdowns in Victoria. Despite warnings, many people don’t believe they need to protect their computers, saying “who would want to target me.” Well, a lot of people actually. We are here to burst your bubble.
For example, the hijacking of a person’s…
31 December 2020
At the end of December 2020, Tesla’s (NASDAQ: TSLA) market capitalisation was around US$620bn, the equivalent of Volkswagen, Toyota, Nissan, Hyundai, General Motors, Ford, Honda, Fiat Chrysler and Peugeot combined! The reason for this valuation is simple, investors believe Tesla will not just dominate the future of both the electric car market and…
14 December 2020
It was the announcement that no-one saw coming. On Wednesday 9 December America’s Federal Trade Commission sued in federal court to break up Facebook, alleging that the company is a monopoly that abuses its market power. The FTC has looked at Facebook with the help of the attorneys general of 46 US states…
8 December 2020
Linius Technologies (ASX:LNU) has been listed on ASX since May 2016 and the share price has seen some high highs and low lows. Specifically, a high of 21 cents back in January 2018 and a low of less than 1 cent during the worst of the Corona Crash in March this year. The…
3 December 2020
Every last Friday of November, right after Thanksgiving in the United States, shoppers around the world go nuts on Black Friday sales. Black Friday derived its name from the term “into the black”, which refers to becoming profitable as this has historically been the one day retailors could count on massive sales and…
27 November 2020
Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many of them have developed technologies that we believe have great commercial potential and, importantly, most of them are still not well-understood by the Australian investment public. As a consequence, many of these stocks are still mispriced,…
25 October 2020
Last week, AfterPay’s (ASX: APT) share reached our price target as it shot through the $100 barrier. The company announced a deal with WestPac (ASX: WBC) that outlined the collaboration between the two companies. Starting in the second quarter of 2021, AfterPay will be launching new financial products for its customers, including savings…
