Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
288 Views
Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
378 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
289 Views
KJJ Cancelling Nexon Deal: News Credibility, Reasons & Possible Nexon Breakup?
HK reported Nexon deal cancellation this morning. Yes, HK is a credible source. Especially when it comes to this Nexon deal, HK has been the most...
521 Views
Latest Nexon News Report - Status Checking & Presumptions
It really seems that both Nexon KJJ and the buyers are actively using local media to influence the deal talking. June 20, ETNews grabbed market...
430 Views