Meta Platforms: Q4 Earnings Update, Our Approach Now
Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but falling short on the bottom line by 20.8%.
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Amazon 4Q22: When Does AWS Trough?
Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...
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Meta Platforms 4Q22: Zuckerberg Got Religion?
Meta is getting credited today with a "phase change" in operating cadence, with a newfound emphasis on efficiency and profitability. Great! But we...
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Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI
Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...
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Aequitas ASEAN Placements Bookrunner Performance (2019-2022)
In this note, we will take a look at the performance of bookrunners for ASEAN placements from 2019-2022, which includes all ASEAN placements above...
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