Research
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IHS (Buy) - Feedback from small group callMarch 27, 2024 — Chris Hoare
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Memory and the AI cycle: And what if it were only the beginning? Increasing Micron’s price target to $150March 27, 2024 — Pierre Ferragu
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GOOGL: How much can Google One AI Premium offset search ad deceleration?March 27, 2024 — Dan Salmon
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CPNG: 1Q24 Preview - Overall Business Remains IntactMarch 27, 2024 — Jin Yoon
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VIPS: 1Q24 Preview - Slower than Expected Apparel Demand in MarMarch 27, 2024 — Jin Yoon
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BABA: Takeaways from Withdrawal of Cainiao IPO ApplicationMarch 26, 2024 — Jin Yoon
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China Telecom – Q4 23 Quick Take: Unabated Enterprise momentum and positive capex guidance; payout to rise to over 75% in the next three yearsMarch 26, 2024 — Chris Hoare
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Altice Restructuring call slidesMarch 26, 2024 — Russell Waller
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Telkom Indonesia – Thoughts after the call – Downgrade price target, but stay Buyer (just).March 26, 2024 — Chris Hoare
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NSR Policy: FCC Dings Nexstar for Exceeding Ownership Limits but Real Battle Lies AheadMarch 26, 2024 — Blair Levin
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RDDT: Starting with a Neutral rating after stock goes to the moonMarch 26, 2024 — Dan Salmon
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DADA: 4Q23 Results - Near-Term Visibility Limited Amid Ongoing Biz AdjustmentsMarch 26, 2024 — Jin Yoon
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MTCH: Investor Day date could be next stock catalyst + our thoughts on Board additions, Elliott’s first public comments, and implications for ads and M&AMarch 25, 2024 — Dan Salmon
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Nvidia, Broadcom, and the future of AI: Deeper thoughts on the back of last week’s eventsMarch 25, 2024 — Pierre Ferragu
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NSR Policy: State of Play of BEADMarch 25, 2024 — Blair Levin
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MTN Group – Q4 23: Slower quarter but decent given the context; MT guidance maintainedMarch 25, 2024 — Chris Hoare
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Telkom Indonesia – Q4 23 Quick Take: Missed on poor topline and higher staff costsMarch 25, 2024 — Chris Hoare
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BIDU: AI Partnership between Apple and Baidu - Our TakeMarch 25, 2024 — Jin Yoon
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Meituan: 4Q23 Results - Meituan Select to Meaningfully Scale Down Losses in ‘24March 25, 2024 — Jin Yoon
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Altice France modelMarch 23, 2024 — Russell Waller