Latest Notes on pininfos

Pressing Priorities

Pressing Priorities

  • Pininvest Analysis

Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe

June scorecard, the good, the bad...

June scorecard, the good, the bad...

  • Pininvest Analysis

Apple's strategy - rebalancing the loss of momentum in smartphones with a broad push in Services - is a considerable challenge and sales over the past three quarters should not be viewed as conclusive either way

Gambling chips in trade wars

Gambling chips in trade wars

  • Pininvest Analysis

China is betting the house on semiconductor design and advanced technologies but for the US the complexity of the strategic choices impacting the industry, as they relate to technological advance and to national security, is hard to understate

Mobile games under pressure

Mobile games under pressure

  • Pininvest Analysis

Since July 2018, the markets have not been kind for most videogame companies. Both Chinese firms extending their sucessful business model across Asia and Western competitors have their work cut out