Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
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Company Update - APPLE INC.
Corporate & Investment Highlights Apple Inc. (Apple) designs, manufactures and markets smartphones, personal computers, tablets, weara-...
EQD | TSMC (TSM US): Buffet Is Betting on Long Term Upside - We Look at the Options Market for Ideas
A look at TSMC (TSM US) and the recent Berkshire Hathaway announcement. We look at the derivatives market to identify 3 potential trades.
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Iqiyi (IQ US): Compelling Asymmetrical Payoff
Despite disappointed topline for 3Q, "iconic" turnaround put IQ on firmer footing for the long term. Current valuation offers compelling...
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Disney: Could Iger Sell to Apple?
We think Iger will refocus investors on revenues/profits at Disney+ over subscribers, will efficiently spend on content through decentralizing...
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