Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Li & Fung (494 HK): Survival in Doubt
Li & Fung has been decimated by the internet. Since 2015, revenue has fallen 38%, their core EBIT margin has halved and the stock is down 90%....
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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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Matahari Department Store: Key Takeaways from the Call
PT Matahari Department Store (LPPF IJ)'s 3Q17 earnings call highlights continued optimism of CEO Richard Gibson, especially on the company's...
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