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Showing posts from October, 2019

AYA fintech finbuzz analytic report on the U.S. top tech titans Fall-Winter 2019

Our fintech finbuzz analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (F.A.M.G.A.). As of Fall-Winter 2019 , this analytic report focuses on the competitive advantages, opportunities, and threats for F.A.M.G.A. in the modern age of digital tech diffusion. Key opportunities arise in the broad context of social media, consumer technology, software, Internet search, e-commerce, and cloud service provision etc. In contrast, the primary threat is closer antitrust scrutiny on the sheer size, power, and product market dominance of F.A.M.G.A. as many U.S. institutions mistrust tech titans in American history. Our fundamental analysis focuses on the key actionable insights and metrics for the corporate performance and stock valuation of each tech titan. Our quantitative analysis accords with the standard approach to discounting-cash-flows (DCF) corporation valuation. We provide a soft PDF version of this analytic ...

AYA financial health memo October 2019

As of October 2019, this regular podcast is available on our Andy Yeh Alpha fintech network platform . The OECD projects global growth to decline from 3.2% to 2.9% in the current fiscal year 2019-2020 . This global economic growth projection represents the slowest in a decade amid substantial economic policy uncertainty due to Sino-U.S. trade conflict resolution, Brexit, and geopolitical risks and military confrontations in East Asia and some middle east countries such as Iran and Saudi Arabia etc. A major deterioration in global economic prognosis echoes similar concerns that most monetary policymakers share in the interim period from the Jackson Hole summit to the recent U.S. FOMC press release. As many central banks institute dovish interest rate cuts worldwide, monetary policy institutions may lack the important levers and instruments to cope with the next global economic recession. As a Paris institution, the OECD further warns that a no-deal Brexit would likely push the U.K. eco...