Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle

PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long

PC Monitor: MSFT Results Imminent; Look for Copilot Progress; Taiwan PC Makers Show Healthy Growth

PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Strong Revenue Growth Signals Robust Demand in PC and Server Markets for Asustek and Acer</li>
<li>Asus Management Continues to Describe Multi-Year PC Growth Cycle Ahead; 3Q24 Will Be Start of 'New Product Lifecycle'</li>
<li>Visit to Guang Hua Digital Plaza to Review New PC Models First-Hand. Remain Structurally Long PC Makers; Acer, Asus, Dell.</li>
</ul>


Strong Revenue Growth Signals Robust Demand in PC and Server Markets for Asustek and Acer
Asus Management Continues to Describe Multi-Year PC Growth Cycle Ahead; 3Q24 Will Be Start of 'New Product Lifecycle'
Visit to Guang Hua Digital Plaza to Review New PC Models First-Hand. Remain Structurally Long PC Makers; Acer, Asus, Dell.


Asustek & Acer Key Takeaways: Strong July Revenue Growth and 'New Product Life Cycle' Starting 3Q24

Asustek Computer

Asustek & Acer Key Takeaways: Strong July Revenue Growth and 'New Product Life Cycle' Starting 3Q24