Mediatek's Advanced Product Strategy Showing Major Progress; Maintain Structural Long
Advanced products at 3Q24 are showing strong performance with 20% topline growth, driven by flagship mobile revenue in China and emerging markets.
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Google, Meta, Microsoft: What Did They Say About AI, Capex and Revenues?
Is AI really increasing revenues, profitability? There is still considerable doubt within the investors community on the "reality" of AI, or its...
242 Views
ZEEKR IPO Lockup - A US$1.3bn+ Lockup Expiry but Everyone Is Underwater
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), raised around US$440m in its US listing. Its IPO lockup will expire soon.
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Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
241 Views
CrossASEAN Ground Zero - Bukalapak, Astra International, OhHaju, and Sea Ltd
This week we look at Bukalapak, as Emtek increases its direct stake, Astra's latest healthcare push into cardiology, and Ohhaju (OKJ TB),...
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