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Technology, Media & Telecom (TMT)
Digital Highway
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Recent
bearish
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Netgear Inc
•
03 May 2024 02:34
NTGR: Hard Reset, Downgrading
While first quarter was in line with our estimates commentary surrounding a slowdown in ultra-premium Orbi mesh systems and no concrete timeline to...
BWS Financial Inc
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28 Views
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bullish
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SenSen Networks
•
03 May 2024 01:10
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Issuer-paid
SenSen Networks - Time to scale
SenSen’s Q324 results reflect the move to a lower cost base that provides a platform for future profitability. Minor delays to the National Heavy...
Edison Investment Research
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37 Views
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bullish
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Datatec Limited
•
03 May 2024 01:10
•
Issuer-paid
Datatec - FY24 underlying EPS more than doubles y-o-y
In a second more detailed trading update for FY24, Datatec confirmed revenue growth of 6% to $5.46bn, with Westcon International delivering...
Edison Investment Research
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37 Views
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bullish
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Mediatek Inc
•
02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
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78 Views
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bullish
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Quantitative Analysis
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02 May 2024 20:40
Screening for GEMs: May 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
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