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Technology, Media & Telecom (TMT)
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Technology, Media & Telecom (TMT)
Digital Highway
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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 07:31
Japan Morning Connection: Palantir Sets Positve Tone for All Things AI
Uncertain trading ahead of US vote likely to carry over to Japan. Palantir's big beat sets positive tone for AI. Can Ibiden rerate as an NVDA name...
Andrew Jackson
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73 Views
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bullish
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Simplex Holdings
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05 Nov 2024 06:56
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Issuer-paid
Simplex Holdings (4373 JP) - Positive Underlying Growth Trend, Though Clarity Needed
Insurance project cancellation already priced in–Q1-2FY3/25 results confirmed a ¥0.6bn sales write-off for the cancellation of the Insurance System...
Astris Advisory Japan
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45 Views
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bullish
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Hua Hong Semiconductor
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05 Nov 2024 05:50
CSI All Share Semiconductor Index Rebalance Preview: 18 Changes as Adds Outperform
There could be 12 adds, 6 deletes in Dec. Impact is not very large, but 12 stocks will have flows from other index trackers too. The forecast adds...
Brian Freitas
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102 Views
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bearish
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Asustek Computer
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05 Nov 2024 05:01
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Syndicated
Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.
Smart mobility raises concerns about parking infrastructure, Silverstone drives innovation across industries, generative AI faces challenges,...
Tech Supply Chain Tracker
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bullish
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AppLovin
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05 Nov 2024 01:08
Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit
AppLovin (APP) and Microstrategy (MSTR) are forecasted as direct additions; Dollar Tree (DLTR) and Super Micro Computer (SMCI) as direct deletions....
Dimitris Ioannidis
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