Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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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Kingsoft Cloud (金山云) Pre-IPO: Thoughts on Peers and Valuation
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK) and a leading cloud provider in China. The company has filed its prospectus...
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Facebook Gaming Mobile App - Cutting Out Google Play Store?
Facebook Inc A (FB US) Gaming was released on Android on 20th April 2020 earlier than originally planned to take advantage of the lock down that is...
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Jio-Facebook Deal: Eureka Moment for Jio-Mart?
In a time where the nation is burdened by the ill-effects of Covid-19 for over a month along with the recent super-crash in crude prices, Reliance...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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