Facebook Inc. – Is Consensus Overly Cautious?
Facebook Inc A (FB US) is a bellwether stock for the equity markets. Although the market capitalisation is approaching $475 billion, the Company is...
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Last Week in GER Research: Softbank, TPG Telecom, Cstone Pharma, Ebang and Facebook
In this version of the GER weekly research wrap, we dig into the debt tender for Softbank Group (9984 JP) and assess the merger between TPG Telecom...
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Facebook 4Q Results: An Easy Beat - Has Zuck Turned the Tanker?
When we wrote in 3Q18 that there were scope for *upgrades* to Facebook's earnings, the sell-side remained cautious. With the stock up 12%...
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GER Upcoming EVENTS and Earnings Calendar
Next week promises to be a large catalyst driven week, with Apple Inc (AAPL US), NTT Docomo Inc (9437 JP) and Tesla Motors (TSLA US) expected to...
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Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
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