Last Week in GER Research: Softbank, Babytree, Tencent Music, MYOB, Yancoal, Spotify Warning & More!
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. Last week, Arun initiated IPO coverage...
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Facebook 3Q Results: Are the FANGS Safe...for Now?
After a brutal 2Q18 downgrade, Facebook Inc A (FB US) reported a decent set of 3Q results, with revenues less than 1% below consensus alongside a...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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Will Europe's GDPR Rules Cause Problems for Tech, Are AI & Wearables a Match, China Pushes AI Chips
Europe’s aggressive push towards consumer privacy rights has the potential to disrupt the business models of many large tech firms (i.e. Google,...
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Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
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