Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Equity Bottom-Up

Gorilla Technology Group  / Equity Bottom-Up

<ul><li>Gorilla specializes in delivering AI-based smart and safe city solutions, with an emphasis on security convergence and network defense, video analytics, and big data analytics applied across both public and private sectors.</li><li>These are all elements of the smart city market.</li><li>The global smart cities market size was valued at $1.5 trillion in 2020 and is projected to grow to $11 trillion by 2030, a CAGR of more than 20%. </li></ul>

Gorilla specializes in delivering AI-based smart and safe city solutions, with an emphasis on security convergence and network defense, video analytics, and big data analytics applied across both public and private sectors.These are all elements of the smart city market.The global smart cities market size was valued at $1.5 trillion in 2020 and is projected to grow to $11 trillion by 2030, a CAGR of more than 20%. 

Gorilla Technology Growing with International Smart City Projects

<ul><li>Successes in Thailand give management confidence in significant growth for Gorilla’s revenue and profitability.</li><li>Gorilla has partnered with CS Energy to form an AI-powered strategic alliance aimed at accelerating the development of smart and green cities across Thailand and the broader Southeast Asian region.</li><li>Additionally, Lanner Electronics and Gorilla have announced a joint venture to manufacture next-generation security convergence appliances in Thailand. </li></ul>

Successes in Thailand give management confidence in significant growth for Gorilla’s revenue and profitability.Gorilla has partnered with CS Energy to form an AI-powered strategic alliance aimed at accelerating the development of smart and green cities across Thailand and the broader Southeast Asian region.Additionally, Lanner Electronics and Gorilla have announced a joint venture to manufacture next-generation security convergence appliances in Thailand. 

Gorilla Technology Group, Inc. - Thailand Projects Highlight Progress and Growth Potential

<ul><li>Gorilla Technology reported an exceedingly strong 1H23 with gross profit jumping to $17.7 million from $3.8 million, with gross margin jumping 36 points to 85.5%.</li><li>Revenue jumped 222% to $20.7 million and net income of $1.6 million was a turnaround from the $7.3 million loss in 1H23.</li><li>The stock traded up 11% pre-market after the earnings release.</li></ul>

Gorilla Technology reported an exceedingly strong 1H23 with gross profit jumping to $17.7 million from $3.8 million, with gross margin jumping 36 points to 85.5%.Revenue jumped 222% to $20.7 million and net income of $1.6 million was a turnaround from the $7.3 million loss in 1H23.The stock traded up 11% pre-market after the earnings release.

Gorilla Technology Group, Inc. - Strong 1H24 Revenue Growth of 222%

<ul><li>Gorilla Technology Group (GRRR), a leading smart city full technology suite integrator, has announced a share buyback driven by a better cash position, which is from the progress in its Middle Eastern projects putting more than $40 million into GRRR’s coffers and putting it in an excellent position to deliver on its growth potential in MENA, Thailand, Taiwan, and the Americas.</li><li>Gorilla has successfully completed the first two milestones of its major project in the MENA region.</li><li>All its major clients have completed their payments</li></ul>

Gorilla Technology Group (GRRR), a leading smart city full technology suite integrator, has announced a share buyback driven by a better cash position, which is from the progress in its Middle Eastern projects putting more than $40 million into GRRR’s coffers and putting it in an excellent position to deliver on its growth potential in MENA, Thailand, Taiwan, and the Americas.Gorilla has successfully completed the first two milestones of its major project in the MENA region.All its major clients have completed their payments

Gorilla Technology Group, Inc. - Significant Events Show Company's Progress and Growth Potential

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

<ul>
<li>Nvidia's results and guidance sparked a massive rally in the shares, marking one of the largest single-day increases in market cap in U.S. stock market history.</li>
<li>The company sees a multi-year growth cycle of data center upgrades ahead. Key supply chain partners TSMC and ASML are rising as well.</li>
<li>Wiwynn in Taiwan should be a key winner. We also highlight a potential wildcard smallcap AI play that we will investigate further.</li>
</ul>


Nvidia's results and guidance sparked a massive rally in the shares, marking one of the largest single-day increases in market cap in U.S. stock market history.
The company sees a multi-year growth cycle of data center upgrades ahead. Key supply chain partners TSMC and ASML are rising as well.
Wiwynn in Taiwan should be a key winner. We also highlight a potential wildcard smallcap AI play that we will investigate further.


Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play

Taiwan

Gorilla Technology Group Inc. operates as a video big data and analytics technology firm. The Company offers intelligent video surveillance solutions featuring analytics for enterprise business surveillance, content delivery, and communication solutions for mobile business, network intelligence, forensics, telecommunications, and web service industries.

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Gorilla Technology Group (GRRR US)

Gorilla Technology Growing with International Smart City Projects

Gorilla specializes in delivering AI-based smart and safe city solutions, with an emphasis on security convergence and network defense, video...

Water Tower Research

Gorilla Technology Group, Inc. - Thailand Projects Highlight Progress and Growth Potential

Gorilla has partnered with CS Energy to form an AI-powered strategic alliance aimed at accelerating the development of smart and green cities...

Water Tower Research

Gorilla Technology Group, Inc. - Strong 1H24 Revenue Growth of 222%

Gorilla Technology reported an exceedingly strong 1H23 with gross profit jumping to $17.7 million from $3.8 million, with gross margin jumping 36...

Water Tower Research

Gorilla Technology Group, Inc. - Significant Events Show Company's Progress and Growth Potential

Gorilla Technology Group (GRRR), a leading smart city full technology suite integrator, has announced a share buyback driven by a better cash position

Water Tower Research

Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play

The company sees US$1 trillion of data center upgrades ahead. Our AI Leaders Basket constituents TSMC and ASML are rising as well.

Vincent Fernando, CFA

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