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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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88 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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97 Views
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bullish
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AFT Pharmaceuticals
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22 Nov 2024 06:45
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Broker
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...
Forsyth Barr
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96 Views
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bullish
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Ikegps
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22 Nov 2024 06:44
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Broker
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.
Forsyth Barr
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110 Views
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bullish
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Cross Asset Strategy
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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...
Manishi Raychaudhuri
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247 Views
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