Murata’s Better Than Expected FY03/20- COVID19 Impacts Are for FY03/21E
Murata Manufacturing (6981 JP) released better than expected 3Q numbers on Thursday with revenue and OP beating both consensus and the company’s...
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Apple 2Q Results: Resilience Enough to Cope with the Covid-19 Pandemic
Apple reported its 2QFY2020 results on 30th April after market which saw its revenues and operating profit beating consensus estimates. The...
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Xiaomi (1810 HK): Chip Market Suggests Worse Smartphone Sales Than Q1 Under Huawei’s Attack
Xiaomi’s smartphone shipment decreased 35% YoY in 1Q2020. The company became the weakest smartphone producer among the top five brands in China in...
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Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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...
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