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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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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