Apple Inc. - Investment Thesis
Apple has reached our target price after another phenomenal quarter with a 36% jump in revenues and a near triple-digit growth in the earnings per...
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TMT Megacap Earnings Observations: Google & Microsoft
We were wildly impressed by Google's quarter. Microsoft continues to chug along...our takeaway from the two is Amazon is primed for a monster print...
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U.S. Equity Strategy: Cautious Overall; Favor Large-Caps & Growth; Key Supports Holding In The U.S.
The S&P 500 remains bullish, recently hitting our 4400-4406 target as large-caps remain attractive. As long as support at the 50-day MA and 4257...
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Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
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Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
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