U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
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US FinTech M&A Trend Set to Continue
The trend of 2019’s payment services mega-deals is set to continue but in the form of a greater volume of small transactions. Potential take-out...
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Payment Processors Enjoying the Holidays -- Buy MA, V, EEFT, and PYPL
After months of price and RS consolidation, several payment processor/mobile payment stocks are starting to break out topside bases or exhibit...
750 Views
Last Week on China Internet (11Nov19): Alibaba Is No. 5 in Game and Tencent Imitates Momo
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
328 Views
AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
519 Views