Report
EUR 538.55 For Business Accounts Only

GMR Weekly Notes - 17 September 2018

Markets This Week:
Stocks: Red Hat (RHT); Cree Inc. (CREE); Twitter (TWTR); Tencent Holdings (TCEHY); Micron Technology (MU); Dish Networks (DISH)
Forex: NZDCAD; EURGBP; GBPJPY
Rates: Spain (GSPG10); Gilts (GUKG10); JGBs (GJGB10)
Underlyings
Cree Inc.

Cree is a provider of bandgap semiconductor products for power and radio-frequency (RF) applications and lighting-class light emitting diode (LED) products. The company's products are used for applications such as transportation, power supplies, inverters, wireless systems, indoor and outdoor lighting, electronic signs and signals and video displays. The company operates in two segments: Wolfspeed, which consists of silicon carbide and gallium nitride (GaN) materials, power devices and RF devices based on silicon and bandgap semiconductor materials; and LED Products, which consists of LED chips and LED components. The company's LED chip products include blue and green LED chips based on GaN and related materials.

DISH Network Corporation Class A

DISH Network is a holding company. Through its subsidiaries, the company operates two business segments: Pay-TV and Wireless. The company provides pay-TV services under: the DISH? brand, which consists of, among other things, Federal Communications Commission licenses authorizing the company to use direct broadcast satellite and Fixed Satellite Service spectrum, the company's owned and leased satellites, and certain other assets utilized in the company's operations; and the Sling? brand, which consists of, among other things, live-linear streaming over-the-top Internet-based domestic, international and Latino video programming services. In addition, the company invests to acquire certain wireless spectrum licenses and related assets.

Micron Technology Inc.

Micron Technology provides memory and storage solutions. The company's portfolio of memory and storage technologies include Dynamic Random Access Memory, Not And, 3D XPoint? memory, and Not Or. The company's segments are: Compute and Networking Business, which includes memory products sold into client, cloud server, enterprise, graphics, and networking markets; Mobile Business, which includes memory products sold into smartphone and other mobile-device markets; Storage Business, which includes Solid-State Drives and component-level solutions sold into enterprise and cloud, client, and consumer storage markets; and Embedded Business, which includes memory and storage products.

Red Hat Inc.

Red Hat is a provider of open source software solutions, using a community-powered approach to develop and provide operating system, virtualization, management, middleware, cloud, mobile and storage technologies. The company provides its software offerings primarily under annual or multi-year subscriptions as well as on-demand through its certified cloud and service providers. The company's products and services include: Infrastructure-related offerings, which consist of Red Hat Enterprise, Red Hat Satellite, and Red Hat Virtualization; and Application Development-related and Other Emerging Technology Offerings, which consist of Red Hat JBoss Middleware, and Other Emerging Technologies.

Twitter Inc.

Twitter provides products and services for people, organizations, advertisers, developers and platform and data partners. The company's product, Twitter, is a global platform for public self-expression and conversation in real time. The company's mobile application, Periscope, lets anyone broadcast and watch video live with others. The company's products and services for advertisers include Promoted Products such as Promoted Tweets, Promoted Accounts, and Promoted Trends. The company's products for developers and data partners provide tools and public application programming interfaces to build applications and other products that utilize Twitter data and syndicate and distribute Twitter content across their properties.

Provider
Global Market Research
Global Market Research

Global Market Research provide quantitative, algorithm-based research to institutional investors in the Equity, FX, Rate, Commodity and Blockchain markets.   GMR provide significant value to our wide range of clients in four distinct ways:

  • Translate broad Macro ideas into actionable Price Strategy;
  • Apply the GMR proprietary method as an independent filter for client-driven ideas;
  • Utilize GMR's unique algorithm to identify markets with potential for major price shock; 
  • Bespoke Analysis.

GMR regularly publish four specialized subscription reports: MACRO Technicals® focuses on the major USD crosses, US Treasury yields and Equity markets. GMR Weekly Notes® identifies a Top 10 list of risk/reward opportunities across asset classes. Petro-Technicals® covers Crude Oil and Natural Gas markets; Bitcoin Technicals® focuses on blockchain technology.

Analysts
William Basa

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