Are the Magnificent 7 a Danger to Your Portfolio?
The quick answer is that the Magnificent 7 are not a significant threat to the risk-return characteristics of your portfolio. However, the case for...
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Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
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29 Reasons to Be Bullish
A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...
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2023 PC Unit Shipments Disappoint While Smartphone Fared Better Than Expected
For 2023, PC unit shipments amounted to 241.8 million units, a 14.8% YoY decline, worse than expected. Last time annual shipments fell below 250...
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TSMC Results Make Buy Story Even More Clear; Strong 2024E Guidance & Reiterates Multi-Year Growth
TSMC reported strong 4Q23 results and expects over 20% 2024E sales growth. The company expects to outperform the semiconductor industry by a wide...
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