Reinitiating Coverage of Alphabet With Wide Economic Moat, Stable Trend, and FVE of $780
We are reinitiating coverage of Alphabet with a wide economic moat rating and a fair value estimate of $780.Alphabet’s wide moat is based on the...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
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Disruptive T-Commerce Leader in Korea
Kthitel Co Ltd (KTH) is the forefront leader of disruptive T-commerce service in Korea. We expect T-commerce market in Korea to jump from 79...
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The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
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