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Microsoft Corp (MSFT US)
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733
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Meta Platforms (Facebook)
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10 Dec 2020 14:19
US FTC & States' Suits Against Facebook Unlikely to Result in Breakup, but Could Slow Expansion
We believe the US government is unlikely to get a clear win against FB. A drawn-out trial may end in a settlement, but this could take two+ years....
Tracking Traffic
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311 Views
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bullish
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Technology One
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07 Dec 2020 18:38
Technology One: Our Top SaaS Pick From APAC
Although the share seems a bit elevated at the moment, we feel that Technology One should be worth following among long-term, quality-focused...
Steven Chen
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325 Views
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bullish
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Airbnb
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06 Dec 2020 08:59
Airbnb IPO - Time for a Good Break - Even from the Share Lock-Up
Airbnb aims to raise around US$2.5bn in its US listing. There is lots to like about the company, apart from it lack of lock-up on some shareholders.
Sumeet Singh
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351 Views
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bearish
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Snowflake
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04 Dec 2020 05:10
Snowflake 3Q21: Our Revenues Are Worth More Than Your Revenues
Snowflake's first public quarter was a raging success according to the stock market, who boosted a 100x P/S company by 16% just for meeting...
Aaron Gabin
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435 Views
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bearish
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Cross Asset Strategy
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01 Dec 2020 04:51
Thai Corona Crisis (December): The Looming Shadow of Myanmar
Just when Thailand is ready to leave the COVID-19 scene, Myanmar pulls them back in with a new outbreak. The Thai government comes up with new...
Athaporn Arayasantiparb, CFA
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