Snapchat 4Q21: A Quick Turnaround…And Why Facebook Didn’t Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
390 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
243 Views
MediaTek (2454.TT): 1Q22 Preview-A Little Bit Higher in Revenue Outlook
In our estimate, the 4Q21/1Q22 revenue/GM is about NT$127.6bn/47.5% and NT$136Bn/47.5% respectively. We forecast MediaTek to ship 4G/5G for ~355mn...
478 Views
Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
239 Views
Razer's Offer Spread Risk/Reward
The gross spread to the HK$2.82 per share offer has retouched the high of 23%. In the event of a failed deal, the strong fundamentals provide solid...
413 Views