Snapchat 4Q21: A Quick Turnaround…And Why Facebook Didn’t Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
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The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
403 Views
MediaTek (2454.TT): 1Q22 Preview-A Little Bit Higher in Revenue Outlook
In our estimate, the 4Q21/1Q22 revenue/GM is about NT$127.6bn/47.5% and NT$136Bn/47.5% respectively. We forecast MediaTek to ship 4G/5G for ~355mn...
585 Views
Microsoft’s Activision Acquisition Is a Stupendous Deal
Microsoft's acquisition of Activision is a homerun by any measure: strategically, financially, and on valuation. We expect the level of synergies...
556 Views
Technical Analysis on Apple Inc
Financial Highlights & Investment Considerations Apple Inc. is a global company that designs, manufactures and markets smartphones, personal...
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