Jio-Facebook Deal: Eureka Moment for Jio-Mart?
In a time where the nation is burdened by the ill-effects of Covid-19 for over a month along with the recent super-crash in crude prices, Reliance...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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Kingsoft Cloud IPO Initiation: Silver Linings
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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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...
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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...
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