Research
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, NT$920 Target Price.April 19, 2024 — Pierre Ferragu
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Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board. Neutral, €3.5April 19, 2024 — Pierre Ferragu
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Rise of the Merchants: Shifts in Interchange and what it means for Adyen (Buy) & peersApril 19, 2024 — Soomit Datta
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NFLX First Take: Disclosure Change Underscores Maturing BusinessApril 18, 2024 — Dan Salmon
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Tele2 Q1 24: A good start to the European Telco Q1 24 earnings seasonApril 18, 2024 — Russell Waller
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strongApril 18, 2024 — Pierre Ferragu
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Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board.April 18, 2024 — Pierre Ferragu
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WISE - FY 24 update: Where did the volume growth go?April 18, 2024 — Soomit Datta
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Adyen (Buy) - Winning in Unified Commerce: Panel discussion call notesApril 18, 2024 — Soomit Datta
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ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890.April 18, 2024 — Pierre Ferragu
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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