A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
368 Views
Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
418 Views
Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
295 Views
Apple and Big Tech Fade and Fresh Buy Levels in March
Focus is on Apple Inc (AAPL US) and the rising wedge as well as big tech upside fade levels and pullback targets for March. We cover cycles levels...
326 Views
Paytm | Aiming for the Moon | Dominance to Further Strengthen with All-In-One POS
There is no doubt on UPI's dominance in India's Mobile Payment Ecosystem, however, the revenue potential from UPI transaction remains virtually...
381 Views