Research
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NSR Policy: Dish Scenarios and Government ResponseApril 17, 2024 — Blair Levin
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AMX - Q1 24 - Accelerating revenue and EBITDA trendsApril 17, 2024 — Soomit Datta
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Tesla ahead of the print – Updated thoughts on all topics, but the quarterApril 17, 2024 — Pierre Ferragu
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ASML 1Q24 QT: Pullback in orders; China revenues normalizing; limited near-term upside.April 17, 2024 — Pierre Ferragu
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IHS Towers - What can the company do to crystallise value? Buy, pt US$ 8 from US$10April 17, 2024 — Chris Hoare
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Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough? Neutral, SEK60.April 17, 2024 — Pierre Ferragu
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European Quarterly Review Q4 2023April 17, 2024 — Russell Waller
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Key Notes from Baidu Create 2024April 16, 2024 — Jin Yoon
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NFLX: Quick Thoughts Ahead of the PrintApril 16, 2024 — Dan Salmon
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WISE Q424 – Revenue and volumes miss by 3%April 16, 2024 — Soomit Datta
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Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough?April 16, 2024 — Pierre Ferragu
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NBS: Deceleration in Mar Partly due to Tougher CompsApril 16, 2024 — Jin Yoon
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Apple Pre 2FQ24 Model UpdateApril 15, 2024 — Pierre Ferragu
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JD: 1Q24 Preview - Overall Business Remains IntactApril 15, 2024 — Jin Yoon
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BILI: 1Q24 Preview - Top-line Remains IntactApril 15, 2024 — Jin Yoon
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MercadoLibre - Investor Call feedback / Q1 outlook; Focus ideally to shift below EBITApril 15, 2024 — Soomit Datta
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Indian Mobile: VIL Capital Increase – Should you participate and what does it mean for Bharti, Jio and Indus? Indus to ReduceApril 15, 2024 — Chris Hoare
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Marvell AI event, Meta MTIA v2. Implications for the AI accelerator landscape.April 12, 2024 — Pierre Ferragu
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GOOGL: How Cloud will help Ads and more from 3 Days @ Google Cloud NextApril 12, 2024 — Dan Salmon
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Semicap and the AI cycle: How does the HBM boom impact WFE spending?April 12, 2024 — Pierre Ferragu