Semiconductors - Thematic Investing and Megatrends: Resilient 1Q25 Capex Among Hyperscalers
Bloomberg consensus projects the Big Four’s capex to increase by 48% YoY / 8% QoQ to ~US$78.6bn in CY2Q25E, and full-year capex to top US$319bn...
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Semiconductors - Thematic Investing and Megatrends
We believe cloud service providers (CSPs) in China are trying to pick up the pace in capex in compute infrastructure to keep up with the relentless...
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Microsoft (MSFT US) - AI Related Monetization Key to Watch
Microsoft reported (31 Oct HKT) inline1QFY25 (June year-end) results: revenue was US$65.6bn, up 16% YoY (4QFY24: +15% YoY; 1QFY24: +13% YoY)
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Microsoft (MSFT US) - Results Inline; AI Demand Remains Strong and Unmet
Microsoft reported (31 Jul HKT) inline 4QFY24 (June year-end) results: revenue was US$64.7bn, up 15% YoY (3QFY24: +17% YoY
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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