Microsoft (MSFT US) - Results Inline; AI Demand Remains Strong and Unmet
Microsoft reported (31 Jul HKT) inline 4QFY24 (June year-end) results: revenue was US$64.7bn, up 15% YoY (3QFY24: +17% YoY
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Microsoft (MSFT US) - AI Related Demand Remained Strong
Microsoft reported (26 Apr BJT) better-than-expected 3QFY24 (June year-end) results: revenue was US$61.9bn, up 17% YoY (2QFY24: +18% YoY; 3QFY23:...
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Microsoft (MSFT US) - AI and Copilot Unlocking Growth Potential
Our DCF valuation method values Microsoft at US$473.6 per share, which translates into 39.7x/33.3x FY24/25E PE. Initiate at BUY.
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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