Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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Studio Dragon Block Deal Worth 170 Billion Won
It was reported after the market close that CJ ENM (035760 KS) will sell an 8% stake (2.25 million shares) of Studio Dragon (253450 KS) in a block...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
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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Astro: Malaysia LockDown Beneficiary - Long Term
Astro Malaysia Holdings (ASTRO MK) share price received another beating thanks to the COVID-19 widespread that prompted the government to initiate...
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