U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
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Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
535 Views
Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
526 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
480 Views
Cafe24 Vs. Shopify - An Excessive Divergence in Prices?
Shopify Inc (SHOP US) has been one of the best-performing stocks in the US stock market with its share price surging more than 190% YTD. A...
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