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Insights on New Zealand

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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.

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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...

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22 Nov 2024 06:45Broker

AFT Pharmaceuticals - 1H25 Result; No Pain, No Gain

Following a weak update three weeks ago, AFT Pharmaceuticals' (AFT) 1H25 result had few surprises and we have again materially downgraded our...

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bullishIkegps
22 Nov 2024 06:44Broker

IkeGPS - Pole-Powered Growth in 1H25

Group revenue growth of +16% was underpinned by robust growth in Subscriptions, as total enterprise customers rose +21 over the period to 436.

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21 Nov 2024 15:52

Asian Equities: In Search of Earnings Estimate Uptrends

​Earnings estimate trajectory, especially "earnings inflection," are key drivers of share price in Asian markets. We see potential uptrends in...

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