Research

BZ: 1Q26 Results - Recovery in Recruitment Demand Remains on Track

GOOGL: I/O delivers vs expectations – can GML bring monetization upside? (+ read throughs for SHOP, AMZN, META, SNAP)

Consensus implies Nvidia taking no additional orders for 2027 since GTC. Is that credible?

Altice France Q1 26: Soft guidance reiterated, slightly better underlying trends

Chenbro (8210 TT): AMZN Chassis Drives Growth, Racks Emerging

Eir Q1 26: Solid numbers, guidance reiterated

SpaceX IPO: How much would you pay for the space opportunity today?

BZ: 1Q26 Flash - Guide in line

NSR Broadband Model

CHTR: Build vs. Buy Analysis? The Answer is Buy

Digi: Can Digi disrupt the UK? We look at the economics and drivers of success

Takeaways from Meetings with the Korean Telcos in Seoul. Upgrade SKT price target to KRW 120,000, stay Buyers of all 3 Korean Telcos

BILI: 1Q26 Results - Ads Continue to be Resilient in 2Q

BEKE: 1Q26 Results - Improving Outlook

Asia Tech Research Library May 2026

AST SpaceMobile (Neutral, $80, -8%): Launch cadence is the focus in a nascent, emerging market

SpaceX Proposes Ending High-Cost USF; What is the Path Forward and Potential Impact?

BILI: 1Q26 Flash - Revs in Line

BEKE: 1Q26 Flash - Revs Slightly Above Estimates

BIDU: 1Q26 Results - AI Cloud Infra to Remain a Key Growth Driver in 2026