Sky Perfect JSAT (Buy) - Q2 Follow up Plus Amazon Proof of Concept for Space Compass
Media results have been predictably weak but key tailwinds for Space segment growth remain. Meanwhile, Amazon appears interested in space...
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Kakaku.com Inc.: A Deep-Dive View
Kakaku.com Inc. has impressed us as a rare species compared to many other Japanese companies and is probably the most investable publicly-traded...
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Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
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Iqiyi (IQ US): Compelling Asymmetrical Payoff
Despite disappointed topline for 3Q, "iconic" turnaround put IQ on firmer footing for the long term. Current valuation offers compelling...
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Weekly Stock Bullfinder - Week of 11/21
One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.
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