Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

LG Display Co., Ltd. develops and manufactures digital display products.  The Company's products include thin film transistor-liquid crystal displays (TFT-LCD) for notebook and desktop computer monitors, TVs, mobile phones, and medical equipment.  LG Display provides its products mainly to overseas markets.

<ul><li>ST reduces 2024 outlook amid industrial and automotive slowdown, impacting company's future projections.</li><li>VCs discuss Taiwan startups in AI industry, highlighting challenge of staying competitive in fast-evolving sector.</li><li>Global regulators collaborate to address market dominance of AI giants, emphasizing need for fair competition and consumer protection.</li></ul>

ST reduces 2024 outlook amid industrial and automotive slowdown, impacting company's future projections.VCs discuss Taiwan startups in AI industry, highlighting challenge of staying competitive in fast-evolving sector.Global regulators collaborate to address market dominance of AI giants, emphasizing need for fair competition and consumer protection.

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

ATN International, Inc. provides telecommunications services to rural, niche, and other under-served markets and geographies.  The Company, through subsidiaries, provides both wireless and wireline connectivity to residential and business customers. ATN International also provides a range of mobile wireless solutions, local exchange services and broadband internet services.

<ul>
<li>ATNI progressed in adding more high-speed broadband customers in the second quarter, helping to offset the revenue headwind from the expiration of ECF program.   </li>
<li>There were concerns when ATNI reported first quarter results that management was suggesting revenue would decline materially and that was not the case in the second quarter. </li>
<li>ATNI report revenue of $183.3 million in the quarter. The biggest driver for the quarter was more services revenue than we were anticipating. </li>
</ul>


ATNI progressed in adding more high-speed broadband customers in the second quarter, helping to offset the revenue headwind from the expiration of ECF program.   
There were concerns when ATNI reported first quarter results that management was suggesting revenue would decline materially and that was not the case in the second quarter. 
ATNI report revenue of $183.3 million in the quarter. The biggest driver for the quarter was more services revenue than we were anticipating. 


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Nokia Oyj is a global communications company. The Company produces a broad range of technological devices and software, and operates networks, sales ,and communication channels worldwide.

<ul><li>Nokia Corporation's engagement in the second quarter of 2024 revolved around significant developments amid a transitory, challenging market environment.</li><li>The company announced two crucial transactions: the proposed acquisition of Infinera, a North American optical networking entity, and Nokia's plan to divest its submarine networks business to the French State.</li><li>The acquisition of Infinera is expected to boost Nokia's Optical Networks business by quickening innovation for customers and strengthening Nokia's position in North America.</li></ul>

Nokia Corporation's engagement in the second quarter of 2024 revolved around significant developments amid a transitory, challenging market environment.The company announced two crucial transactions: the proposed acquisition of Infinera, a North American optical networking entity, and Nokia's plan to divest its submarine networks business to the French State.The acquisition of Infinera is expected to boost Nokia's Optical Networks business by quickening innovation for customers and strengthening Nokia's position in North America.

Nokia Corporation (NOK): The Story Of The Expansion Into The 5G Core Network Market! - Major Drivers

Snap Inc. provides technology and social media services. The Company develops mobile camera application products and services that allow users to send and receive photos, drawings, text, and videos. Snap serves customers worldwide.

<ul><li>Snap-on Inc., known for manufacturing tools and equipment for professional use, delivered mixed results for its second quarter of 2024.</li><li>The Company experienced a slight decline in gross sales of 1.1% organically, going from $1,191.3 million the previous year to $1,179.4 million.</li><li>The operating income (OI) margin, though, rose to 23.8% from last year's figures.</li></ul>

Snap-on Inc., known for manufacturing tools and equipment for professional use, delivered mixed results for its second quarter of 2024.The Company experienced a slight decline in gross sales of 1.1% organically, going from $1,191.3 million the previous year to $1,179.4 million.The operating income (OI) margin, though, rose to 23.8% from last year's figures.

Snap-on Incorporated: How They Are Grappling With Production Capacity and Product Availability! - Major Drivers

SAP SE is a multinational software company.  The Company develops business software, including e-business and enterprise management software, consults on organizational usage of its applications software, and provides training services.  SAP markets its products and services worldwide.

<ul><li>SAP SE's Q2 2024 results show continued growth momentum despite the volatility in the software industry.</li><li>More customers are moving to the cloud, and the company's portfolio is becoming increasingly attractive, owing to its Business AI capabilities.</li><li>Their Q2 performance was marked by substantial increases in profitability and the diligent execution of their transformation program.</li></ul>

SAP SE's Q2 2024 results show continued growth momentum despite the volatility in the software industry.More customers are moving to the cloud, and the company's portfolio is becoming increasingly attractive, owing to its Business AI capabilities.Their Q2 performance was marked by substantial increases in profitability and the diligent execution of their transformation program.

SAP SE: Strengthening Partnership with IBM for Generative AI and Cloud Solutions & Other Major Drivers

Technology, Media & Telecom (TMT)
Digital Highway

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

ST cuts 2024 outlook, VCs advise Taiwan startups on AI, global regulators target tech giants, LG faces OLED shortage, Thailand stabilizes...

Tech Supply Chain Tracker

ATNI: Connecting Story to Free Cash Flow

ATNI demonstrated additional high-speed data customer additions during a quarter when investors were worried ATNI would not generate positive free...

BWS Financial Inc

Nokia Corporation (NOK): The Story Of The Expansion Into The 5G Core Network Market! - Major Drivers

Nokia Corporation's engagement in the second quarter of 2024 revolved around significant developments amid a transitory, challenging market...

Baptista Research

Snap-on Incorporated: How They Are Grappling With Production Capacity and Product Availability! - Major Drivers

Snap-on Inc., known for manufacturing tools and equipment for professional use, delivered mixed results for its second quarter of 2024. The...

Baptista Research

SAP SE: Strengthening Partnership with IBM for Generative AI and Cloud Solutions & Other Major Drivers

SAP SE's Q2 2024 results show continued growth momentum despite the volatility in the software industry. More customers are moving to the cloud,...

Baptista Research