In today’s briefing:
- Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play
- [Futu Holdings (FUTU US, BUY, TP US$51) Review]: A Resilient Quarter Under Regulatory Pressure
- Aspira Women’s Health, Inc. – OvaWatch Is Here; Watch Out!
- LDO’s Shifting Market Structure: Unveiling Asset Metrics
Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play
- Nvidia’s results and guidance sparked a massive rally in the shares, marking one of the largest single-day increases in market cap in U.S. stock market history.
- The company sees a multi-year growth cycle of data center upgrades ahead. Key supply chain partners TSMC and ASML are rising as well.
- Wiwynn in Taiwan should be a key winner. We also highlight a potential wildcard smallcap AI play that we will investigate further.
[Futu Holdings (FUTU US, BUY, TP US$51) Review]: A Resilient Quarter Under Regulatory Pressure
- Futu reported 1Q23 revenue 12.7%/14.8% higher than our est./cons., non-GAAP NI 21.2%/19.5% higher than our est./cons., mainly due to strong margin financing and security lending activities during volatile market;
- Futu’s operation and client trading behaviours remain steady in 1Q23 after the implement of rectification measures from regulators.
- On the other side, overseas expansion in Japan and Malaysia may start to kick-off in 2H23; We maintain BUY rating on FUTU and maintain TP at US$51.
Aspira Women’s Health, Inc. – OvaWatch Is Here; Watch Out!
- Aspira Women’s Health (AWH) hosted an Investor Day on May 23, which focused on its OvaWatchSM and EndoCheckTM diagnostic tools.
- Two clinicians, Dr. Kevin Elias of Harvard Medical School, and Dr. Tamika Sea of Piedmont Henry Hospital in Atlanta, spoke to investors about their experience with AWH’s diagnostic technology.
- OvaWatch, currently on the market, is a very important tool in monitoring and determining suspicious adnexal masses (indeterminate masses that show up on pelvic ultrasound scans).
LDO’s Shifting Market Structure: Unveiling Asset Metrics
- Asset Metrics is perhaps the most powerful product that Kaiko has ever released.
- With a single endpoint, users are able to fetch historical liquidity and volume data for any asset we cover, including all instruments and all exchanges – centralized or decentralized.
- Additionally, it includes historical holder data for a wide variety of ERC-20 tokens.
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