Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Astro: Malaysia LockDown Beneficiary - Long Term
Astro Malaysia Holdings (ASTRO MK) share price received another beating thanks to the COVID-19 widespread that prompted the government to initiate...
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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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Tesla Placement: Pushing the Limits
Tesla Motors (TSLA US) announced plans to raise up to $2.3 billion through an underwritten registered public offering. Tesla intends to use the net...
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