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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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69 Views
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bullish
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Cuscal
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22 Nov 2024 11:39
Cuscal IPO Trading - Valuation Appears Reasonable
Cuscal (1229Z AU) raised around A$337m (US$218m) in its Australia IPO. In this note, we talk about the trading dynamics.
Clarence Chu
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79 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 11:30
Thematic Report: India's Capex Growth Ambitions Vs. Reality
India's capital expenditure is slowing down due to elections, prompting the government to aim for 50.5% growth in the second half of FY25 to make...
Nimish Maheshwari
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78 Views
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bullish
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Arcadium Lithium
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22 Nov 2024 09:40
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
David Blennerhassett
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160 Views
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bullish
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Pacific Smiles
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22 Nov 2024 07:36
Pacific Smiles: Key Shareholders Reject Genesis' Terms
Pacific Smiles (PSQ AU)'s board caves and now recommends shareholders accept the Offer. Genesis Bidco now holds 32.93%, which the board reckons is...
David Blennerhassett
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479 Views
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