Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.</li><li>SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.</li><li>IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.</li></ul>

UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.</li><li><p>Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.</p></li><li><p>Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.</p></li></ul>

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial stability.</li><li>The company had a 12% surge in revenue, surpassing initial guidance, with double-digit growth evident across all segments, regions, and technologies.</li><li>This growth was primarily driven by increased earnings and improved working capital, though offset to some extent by higher cash taxes.</li></ul>

Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial stability.The company had a 12% surge in revenue, surpassing initial guidance, with double-digit growth evident across all segments, regions, and technologies.This growth was primarily driven by increased earnings and improved working capital, though offset to some extent by higher cash taxes.

Motorola Solutions Inc.: Discover the Hidden Gems in the Products and SI Segment! - Major Drivers

<ul><li>Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Revenue increased by 15%, and earnings per share increased by 31% over the preceding year, exceeding the company's guidance.</li><li>We give Motorola Solutions a 'Hold' rating with a revised target price.</li></ul>

Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.Revenue increased by 15%, and earnings per share increased by 31% over the preceding year, exceeding the company's guidance.We give Motorola Solutions a 'Hold' rating with a revised target price.

Motorola Solutions Inc.: Public Safety and Corporate Security Businesses Are Booming – Key Drivers

<ul><li>Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products.</li><li>In the quarter, the company increased operating margins by 150 basis points, revenue by 17%, and profits per share by 26%.</li><li>They experienced 14% revenue growth in their Products and Systems Integration business, led by strong growth in both LMR and video security.</li></ul>

Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products.In the quarter, the company increased operating margins by 150 basis points, revenue by 17%, and profits per share by 26%.They experienced 14% revenue growth in their Products and Systems Integration business, led by strong growth in both LMR and video security.

Motorola Solutions Inc.: The ThinkPhone Launch & Other Drivers

United States

Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.

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Motorola Solutions (MSI US)

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

UK car market rebounds with focus on electric vehicles, SAIC Motor struggles with declining profits, Google and Meta prepare for misinformation...

Tech Supply Chain Tracker

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

Fabricated Knowledge

Motorola Solutions Inc.: Discover the Hidden Gems in the Products and SI Segment! - Major Drivers

Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial...

Baptista Research

Motorola Solutions Inc.: Public Safety and Corporate Security Businesses Are Booming – Key Drivers

Motorola Solutions managed to exceed the revenue expectations as well as the earnings expectations of Wall Street. Revenue increased by 15%, and...

Baptista Research

Motorola Solutions Inc.: The ThinkPhone Launch & Other Drivers

Motorola's Q4 results were an all-around beat as the company is seeing a strong demand for its business security products. In the quarter, the...

Baptista Research

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