TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Morpho: Morphing from Smartphones to Other Applications and It’s Cheap
$engages in the research, development and licensing of image processing technologies in Japan. The company offers image stabilisation,...
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India Internet & Consumer Weekly | Apple, Amazon, PhonePe, Alibaba, Xiaomi, PayTM
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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Walmart Enters as the Latest Bidder for TikTok: Can Walmart Overcome Retail Rivalry from Amazon?
In our previous insights, we discussed TikTok’s potential sale of its business in the United States, Canada, Australia and New Zealand to...
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Kioxia IPO Initiation: Not Just a Flash in the Pan
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...
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