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Equity Bottom-Up

Equity Bottom-Up
Equity Bottom-Up Insights

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05 Nov 2024 15:05

NXP, Renesas, STMicro: Only Bad News. Auto & Industrial Semi Firms Give Poor Signals on End-Demand.

​Cautious outlook for Auto and Industrial Semiconductor due to high inventories and slowing end-demand. NXP, Renesas and STMicro stocks look cheap...

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bullish17LIVE Group
05 Nov 2024 14:57

Smartkarma Corporate Webinar | 17LIVE Group: Leading Pure-Play Live Streaming Platform in Asia

For our next Corporate Webinar, we are glad to welcome 17Live’s Chief Executive Officer and Executive Director, Jiang Honghui. In the upcoming...

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bearishM3 Inc
05 Nov 2024 14:30

M3: Earnings Trend Downward, ELAN Acquisition to Further Dilute Margins

• M3’s share price has dropped more than 18% since its 2Q earnings release. Both revenue and OP fell below consensus and we were surprised by the...

05 Nov 2024 13:46

[Earnings Preview] Occidental's Q3 Profitability Expected to Contract Due to Declining Oil Prices

Occidental's Q3 EPS is expected to decline due to a sharp drop in US average realized oil and natural gas prices. The firm’s high debt levels...

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