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Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


Articles
Friday, June 17, 2022 by Mr Schmid|Comment closed
within category Sharia compliant
Principles of Islamic finance encourage the undertaking of business risks in return for reward. The underlying principle that generates the rewards should be equal to the level of risk taken. The funds available can be allocated for “lawful” projects, and as a result, the undertaking should result …
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Friday, June 17, 2022 by Mr Schmid|Comment closed
within category Sharia compliant,Equity Opportunities,Sharie_NB
All of the sudden, there is more upside potential in the market than downside. We think the recovery (not a technical rebound) has substantial room to go, more than the average participant may expect. This comes on the back of most retail investors only recently shifting into defensive positioning.…
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Friday, June 17, 2022 by Mr Schmid|Comment closed
within category Sharia compliant,Sharia_Bonds
As of today, the global Sukuk market reaches a market volume of over $725 billion. The main issuers are governments, corporations with strong financing requirements, as well as corporations with international reach. 


On the back of high energy out prices, we expect that the new government fina…
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Friday, June 17, 2022 by Mr Schmid|Comment closed
within category Sharia compliant,Sharia_Credit
Across the globe, economic ratios are suffering from the conflict between Russia and Ukraine. Inflation has somehow spun out of control in some developed market countries where it is negatively impacting consumer confidence. While this applies in full to developed market regions, GCC countries and …
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Monday, June 6, 2022 by Mr Schmid|Comment closed
within category Economic outlook,Equity Strategies
With almost 15 months of uninterrupted inflation increases, it now can be expected that the next phase will be a top-out with the economy moving forward at a lower speed. This in turn will impact the economy and corporate profits will grow less—actually, we expect them to fall slightly below the l…
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Sunday, May 22, 2022 by Mr Schmid|Comment closed
within category Economic outlook,Inflation,Central Bank policy
The first half of 2022 has brought to the surface a new set of risks, and the market has in turn adjusted for this. The economic slowdown is now well priced-in, while persistent inflation, some new pandemic spikes, supply chain constraints, and the conflict in Eastern Europe will continue to make h…
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Sunday, May 1, 2022 by Mr Schmid|Comment closed
within category TSMC,AMD,Apple,MediaTeck
Taiwan Semiconductor Manufacturing Company, Limited is the world’s largest independent semiconductor chip manufacturer. In recent years, the company has undergone a number of challenges, and as of today, this precedent offers them some big opportunities.
The semiconductor manufacturing process is …
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category Wealth preservation,Market outlook Information Technology,Technology
Markets have been upside-down ever since mid-November 2021. The reasons for this tumultuous market condition are higher than expected inflation rates, rising interest rates, slowing consumer growth, and, more recently, renewed lockdowns in China.


 
Global IT companies' forward PE is now aroun…
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category Texas Instruments,Technology,Secular growth trends,Semiconductors,Midcap
Texas mainly provides analog and embedded chips for the automotive, industrial, consumer electronics, and communications markets. The pandemic generated headwinds for TI by disrupting its automotive and industrial markets, yet the headwinds are gradually disappearing.
TI will likely benefit from …
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category Tokyo Electron,Semiconductors,Secular growth trends
Tokyo Electron is a major vendor of semiconductor fabrication tools. It operates primarily in the etch, deposition, and clean segments, which involve adding and removing materials to and from semiconductor wafers. Customers include leading-edge logic, foundry, and memory chipmakers such as Intel, T…
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category VMWare,SmallCap,Secular growth trends
VMWare is a relatively stable and profitable software growth stock. Last year, VMWare made about $3.6 billion in operating income. About 40% of its business is from maintenance and professional services, 37.6% is from recurring license fees, and 23.4% is from SaaS and subscription services.
The co…
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category Sony,E-sports,Video Game Industry
Along with driving the most growth, gaming is Sony's largest business. Based on forward guidance, the segment is expected to comprise 29% of total revenue and 31% of operating profit in fiscal 2021. While the supply of consoles is well short of demand right now due to chip shortages, there are good…
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category ATT,Telecom sector,Fiber
Telecom giant AT&T is officially out of the media business. With the spinoff of WarnerMedia now complete, AT&T can refocus on its core wireless and fiber businesses.



There's no question that AT&T destroyed a lot of value with its media acquisitions, but those mistakes are now in the rearview…
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Saturday, April 30, 2022 by Mr Schmid|Comment closed
within category Google,GOOG,MSFT,Visa,lockdown
Microsoft earnings were solid across all business segments. Global revenue growth is at 18% y/y while the gaming segment (Xbox) has a lower growth due to components constrained. Extended Chinese lockdowns could hurt PC and Xbox supplies according to Microsoft, so this is key risk for the company go…
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Sunday, April 24, 2022 by Mr Schmid|Comment closed
within category Equity market,Fixed Income
While the conflict in Ukraine is unfolding, equity markets have been quite resilient in recent weeks. It looks like as if markets have anticipated much of the negative news flow prior the start of the crisis. 
Yet, spring has not yet come, and there are a number of concerns that makes us believe t…
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Saturday, April 23, 2022 by Mr Schmid|Comment closed
within category Rexel,Action Francaise,Automation und Robotik
Le distributeur français de matériel électrique surpris le marché. La société a réalisé un début d'année tonitruant. L’action prend 10 % et les analystes sont à réviser en hausse leurs anticipations.
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IBM

Saturday, April 23, 2022 by Mr Schmid|Comment closed
within category IBM,Cloud-based-operations,Technology,Amazon,Microsoft,GOOG
International Business Machines:  les résultats trimestriels du groupe ont séduit les investisseurs. En particulier parce qu'ils ont été alimentés par l'offre cloud du groupe. Dans le passé, IBM a éé perçu comme ayant une longueur de retard sur ses rivaux (MSFT, AMZN, GOOG, etc) dans ce domaine.
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Saturday, April 23, 2022 by Mr Schmid|Comment closed
within category Antofagasta,Mining
Très mauvais trimestre pour la société puisque la mine de cuivre de Los Pelambres est affectée par la sécheresse au Chili.
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Saturday, April 23, 2022 by Mr Schmid|Comment closed
within category Shopify,E-commerce,Technology
Semaine difficile pour la star canadienne, étrillée avec le secteur technologique et l'annonce de discussions en vue du rachat de la startup technologique Deliverr.
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Saturday, April 23, 2022 by Mr Schmid|Comment closed
within category Netflix,Streaming,Video Game Industry
Le groupe a perdu des abonnés pendant le premier trimestre (+200k en US, et +900k en Russie) et le marché a perdu foi dans le modèle. Même Bill Ackman, rentré en janvier dans le capital, a tout vendu. La crise de croissance du streaming coïncide avec des interrogations sur le modèle économique, not…
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