Friday Musings: Is Jio Mobilising to Disrupt Direct-To-Home Services Next?
With a number of reports on Jio's (Reliance Industries Ltd (RIL IN) ) tentative entry into the TV content distribution sector, we decided to look...
177 Views
U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
99 Views
Spotify IPO/Direct Listing - A Lot of Differences Versus Netflix, Nonetheless I Won't Give up Either
Spotify Technology SA (SPOT US) will start trading tomorrow via its Direct Listing. Given the untested nature of the direct listing approach, one...
383 Views
Spotify Valuation Analysis Suggests a Market Cap of US$30 Billion
Our valuation analysis of Spotify Technology SA (SPOT US) suggests a one-year price target of US$169 per share, indicating a market cap of US$30...
333 Views
Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
172 Views