Research
-
Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board.April 18, 2024 — Pierre Ferragu
-
WISE - FY 24 update: Where did the volume growth go?April 18, 2024 — Soomit Datta
-
Adyen (Buy) - Winning in Unified Commerce: Panel discussion call notesApril 18, 2024 — Soomit Datta
-
ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890.April 18, 2024 — Pierre Ferragu
-
NSR Policy: Dish Scenarios and Government ResponseApril 17, 2024 — Blair Levin
-
AMX - Q1 24 - Accelerating revenue and EBITDA trendsApril 17, 2024 — Soomit Datta
-
Tesla ahead of the print – Updated thoughts on all topics, but the quarterApril 17, 2024 — Pierre Ferragu
-
ASML 1Q24 QT: Pullback in orders; China revenues normalizing; limited near-term upside.April 17, 2024 — Pierre Ferragu
-
IHS Towers - What can the company do to crystallise value? Buy, pt US$ 8 from US$10April 17, 2024 — Chris Hoare
-
Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough? Neutral, SEK60.April 17, 2024 — Pierre Ferragu
-
European Quarterly Review Q4 2023April 17, 2024 — Russell Waller
-
Key Notes from Baidu Create 2024April 16, 2024 — Jin Yoon
-
NFLX: Quick Thoughts Ahead of the PrintApril 16, 2024 — Dan Salmon
-
WISE Q424 – Revenue and volumes miss by 3%April 16, 2024 — Soomit Datta
-
Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough?April 16, 2024 — Pierre Ferragu
-
NBS: Deceleration in Mar Partly due to Tougher CompsApril 16, 2024 — Jin Yoon
-
Apple Pre 2FQ24 Model UpdateApril 15, 2024 — Pierre Ferragu
-
JD: 1Q24 Preview - Overall Business Remains IntactApril 15, 2024 — Jin Yoon
-
BILI: 1Q24 Preview - Top-line Remains IntactApril 15, 2024 — Jin Yoon
-
MercadoLibre - Investor Call feedback / Q1 outlook; Focus ideally to shift below EBITApril 15, 2024 — Soomit Datta