Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Thematic (Sector/Industry)

<ul>
<li>U.S. public EV charging stations reached ~79,452 by Feb-2026, down 0.9% YTD, indicating a muted start to the year.</li>
<li>DC fast ports totaled ~69,100, far below NREL’s 2030 requirement of 182,000, implying a material shortfall at current growth rates</li>
<li>California accounts for ~26.3% of U.S. public charging ports, highlighting persistent regional imbalances and charging accessibility risks.</li>
</ul>


U.S. public EV charging stations reached ~79,452 by Feb-2026, down 0.9% YTD, indicating a muted start to the year.
DC fast ports totaled ~69,100, far below NREL’s 2030 requirement of 182,000, implying a material shortfall at current growth rates
California accounts for ~26.3% of U.S. public charging ports, highlighting persistent regional imbalances and charging accessibility risks.


US EV Charging Infrastructure Tracker - February 2026

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Technology dominates global active portfolios, with 8 of the 11 most widely held stocks coming from the sector.</li>
<li>TSMC hits record ownership at 65.7% of funds, becoming the second most widely held stock globally.</li>
<li>Broadcom, Tencent and Alibaba see rising adoption, while Novo Nordisk and UnitedHealth face sharp ownership declines.</li>
</ul>


Technology dominates global active portfolios, with 8 of the 11 most widely held stocks coming from the sector.
TSMC hits record ownership at 65.7% of funds, becoming the second most widely held stock globally.
Broadcom, Tencent and Alibaba see rising adoption, while Novo Nordisk and UnitedHealth face sharp ownership declines.


Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The SET Index today is expected to remain volatile with a downside bias, though losses should be limited.</li><li>Thailand’s exports rose 24.4% YoY in January, marking the strongest growth in four years and far exceeding market expectations of +8% YoY.</li><li>The continued expansion of exports was driven primarily by the electronics sector (computers +68.2%, mobile phones +195.4%, and integrated circuits +10.9%).</li></ul>

The SET Index today is expected to remain volatile with a downside bias, though losses should be limited.Thailand’s exports rose 24.4% YoY in January, marking the strongest growth in four years and far exceeding market expectations of +8% YoY.The continued expansion of exports was driven primarily by the electronics sector (computers +68.2%, mobile phones +195.4%, and integrated circuits +10.9%).

Krungthai XSpring Zoom Eng. February 24, 2026

<ul>
<li>U.S. public EV charging stations reached ~78,800 by Jan-2026, down 1.8% YTD, indicating a muted start to the year.</li>
<li>DC fast ports totaled ~68,000, far below NREL’s 2030 requirement of 182,000, implying a material shortfall at current growth rates.</li>
<li>California accounts for ~26% of U.S. public charging ports, highlighting persistent regional imbalances and charging accessibility risks.</li>
</ul>


U.S. public EV charging stations reached ~78,800 by Jan-2026, down 1.8% YTD, indicating a muted start to the year.
DC fast ports totaled ~68,000, far below NREL’s 2030 requirement of 182,000, implying a material shortfall at current growth rates.
California accounts for ~26% of U.S. public charging ports, highlighting persistent regional imbalances and charging accessibility risks.


US EV Charging Infrastructure Tracker - January 2026

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Azure’s growth story ran into an uncomfortable question this quarter: how much capital is required to unlock the next leg, and who ultimately bears that cost.</li>
<li>Strong ad fundamentals gave Meta room to make an explicit trade-off on AI spending, and the market reacted very differently than it did for peers.</li>
<li>Earnings reinforced that Tesla is no longer being underwritten on autos. But the capital being redirected toward AI and robotics comes from a contracting core business.</li>
</ul>


Azure’s growth story ran into an uncomfortable question this quarter: how much capital is required to unlock the next leg, and who ultimately bears that cost.
Strong ad fundamentals gave Meta room to make an explicit trade-off on AI spending, and the market reacted very differently than it did for peers.
Earnings reinforced that Tesla is no longer being underwritten on autos. But the capital being redirected toward AI and robotics comes from a contracting core business.


[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

US EV Charging Infrastructure Tracker - February 2026

U.S. public EV charging stations see slow growth in 2026, with a significant shortfall in DC fast ports and regional imbalances persisting.

GSBR Research

Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership

Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...

Steven Holden

Krungthai XSpring Zoom Eng. February 24, 2026

The continued expansion of exports was driven primarily by the electronics sector (computers +68.2%, mobile phones +195.4%, and integrated circuits...

Krungthai XSpring

US EV Charging Infrastructure Tracker - January 2026

US public EV charging stations saw a slow start in 2026, with DC fast ports still far below NREL's 2030 requirement. The EV charging...

GSBR Research

[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US EV Charging Infrastructure Tracker - February 2026

​U.S. public EV charging stations see slow growth in 2026, with a significant shortfall in DC fast ports and regional imbalances persisting.

GSBR Research

Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership

Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...

Steven Holden

Krungthai XSpring Zoom Eng. February 24, 2026

The continued expansion of exports was driven primarily by the electronics sector (computers +68.2%, mobile phones +195.4%, and integrated circuits...

Krungthai XSpring

US EV Charging Infrastructure Tracker - January 2026

​US public EV charging stations saw a slow start in 2026, with DC fast ports still far below NREL's 2030 requirement. The EV charging...

GSBR Research

[Wafer Watch] Earnings Week Revealed a Split Verdict on AI Economics

​Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...

Mint Finance

U.S. public EV charging stations see slow growth in 2026, with a significant shortfall in DC fast ports and regional imbalances persisting.

US public EV charging stations saw a slow start in 2026, with DC fast ports still far below NREL's 2030 requirement. The EV charging...

Tech giants Microsoft, Meta, and Tesla are facing questions about the cost of unlocking growth in AI and robotics, with implications for their...