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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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141 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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142 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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bullish
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DigiPlus Interactive
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21 Nov 2024 15:37
DigiPlus (PLUS PM): Brazil License And CasinoPlus Acquisition Game Changing Catalysts For The Future
We summarize/analyze two huge catalysts for Digiplus Interactive (PLUS PM) that we learned about on the PSE Investor Day call: obtaining the a)...
Sameer Taneja
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215 Views
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bullish
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Quantitative Analysis
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21 Nov 2024 12:10
EQD | HKEX Weekly Equity Options off to a Strong Start
HKEX introduces weekly stock options, potentially boosting volume and driving further equity option product development in the region.
Nicholas Pezolano
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195 Views
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