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Equity Bottom-Up

Equity Bottom-Up
Equity Bottom-Up Insights

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23 Dec 2024 14:22Podcast

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...

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bullishTop Glove Corp
23 Dec 2024 14:19

Top Glove Corp (TOPG MK): Break-Even Achieved in 1QFY25, Strong Demand to Persist in Coming Quarters

​Top Glove Corp sees strong revenue growth and profitability in 1QFY25, aims to boost EBITDA margin to pre-pandemic levels by FY26. Shift in focus...

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23 Dec 2024 13:52

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

​Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

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23 Dec 2024 12:29

Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech

​Micron's outlook disappointed last week, but the decoupling trade of Long SK Hynix vs. Short Nanya Tech is working. Consider swapping in Micron as...

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23 Dec 2024 11:23

China Consumption Weekly (16 Dec 2024): Alibaba, Meituan, Mixue, Green Tea

Alibaba sells Intime Department Store to Youngor. Meituan shortens delivery workers’ working hours due to sudden death cases. Mixue, the price...

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Ming Lu
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