Aumauka News
ACM’s 2020 Points of Focus
Taken from December 2019 Newsletter: 2019 review: 2019 was a record year for global markets. After narrowly avoiding bear market territory
Is This How It Ends? Corona Virus Edition
After updating friends and family (and investors too) regarding performance and views regarding the Corona Virus at the end of February, we have been fielding a consistent stream of emails and phone calls regarding market volatility. We thought it would be prudent to put our thoughts down on metaphorical paper and return to publishing on our website during these very unique times.
ACM Outlook 2019
2019 will be a transitional year. Underlying fundamentals will continue to drive global growth, albeit at a slower pace, with valuations reflecting this adjustment in reality. We do not predict a recession, but a return to sanity as growth comes at a cost as we depart from the historic decade of nil level interest rates. Markets will become increasingly volatile in the mid term as it adjusts to the new equilibriums. There are several points we want to draw attention to in the coming year that will contribute to market movement:
ACM Market View, 7-2-2018
With the first day of the second half 2018 off to a rocky start we wanted to highlight a few key
Softbank Considers Telecom Spin-Off
Softbank is considering spinning out its telecom assets in a USD 18 bn IPO raise according to the Nikkei newspaper without
Toshiba Agrees to Sell to SK Hynix/Bain Capital
In an 11th hour turnaround, Toshiba agreed to sell its semiconductor unit to consortium led by SK Hynix and Bain Capital
Softbank Positive on Potential T-Mobile – Sprint Deal
Softbank’s CEO Masayoshi Son is hopeful for a revitalization of the T-Mobile – Sprint merger following a tentative agreement with T-Mobile’s
Toshiba Back with Western Digital
In another turn in the ongoing saga, it is being reported that Toshiba’s board has shifted back to Western Digital as
Disney Plans Streaming Service; Plans to Leave Netflix 2019
Disney has begun to move towards its own separate streaming service by announcing the formal split with its content and Netflix
Sarepta Shares Rise After New Drug Results
Share prices rose in Sarepta Therapeutics (SRPT US) following release of positive clinical trial data for a drug combating Duchenne Muscular
Toshiba Negotiations with Western Digital Stall
One day before the deadline, Toshiba’s talks to sell its chip business to a consortium including Western Digital for an estimated
Toshiba resumes talks for sale of microchip business
Toshiba continues to struggle in the sale of its microchip business to shore up its financials. After failing to reach a
Prime day saw a 60% increase in sales YoY
The 30 hour Prime day event saw a 60% increase in sales YoY with prime members making purchases growing by 50%.
China posts better than expected trade date for June
China trade data for June was better than expected indicating stronger than expected global demand for Chinese goods and domestic consumption