AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

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.

Equity Bottom-Up

<ul>
<li>Crucial Vote: Shareholders are voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions for the company's direction.</li>
<li>High Stakes: The outcome will determine Musk's commitment to Tesla, potentially shifting his focus to other ventures and impacting Tesla's operations.</li>
<li>Institutional Opposition: Significant resistance from institutional investors and logistical issues for global shareholders create uncertainty. Abstaining from voting counts as a vote against, hindering Elon-supporting retail investors.</li>
</ul>


Crucial Vote: Shareholders are voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions for the company's direction.
High Stakes: The outcome will determine Musk's commitment to Tesla, potentially shifting his focus to other ventures and impacting Tesla's operations.
Institutional Opposition: Significant resistance from institutional investors and logistical issues for global shareholders create uncertainty. Abstaining from voting counts as a vote against, hindering Elon-supporting retail investors.


Elon Set to Lose $56B Incentive? If So, Will Tesla's AI Shift to XAI?

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.

Bangkok Dusit Medical Services / Equity Bottom-Up

<ul><li>Technically, the SET Index is expected to weaken, with the support at 1,339/1,330 points and the resistance at 1,360/1,366 points (10-day EMA).</li><li>For the short term, the index has changed to a zig-zag down pattern, with the target of 1,339/1,330 points, after it yesterday hit a new lower low, indicating the potential for further weakening.</li><li>Speculators should consider waiting to do trading buy when a rebound signal occurs (i.e., the index creates a higher high and higher low pattern).</li></ul>

Technically, the SET Index is expected to weaken, with the support at 1,339/1,330 points and the resistance at 1,360/1,366 points (10-day EMA).For the short term, the index has changed to a zig-zag down pattern, with the target of 1,339/1,330 points, after it yesterday hit a new lower low, indicating the potential for further weakening.Speculators should consider waiting to do trading buy when a rebound signal occurs (i.e., the index creates a higher high and higher low pattern).

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul>
<li>Adobe Inc. delivered robust financial results for the first quarter of fiscal year 2024, with a revenue of $5.18 billion.</li>
<li>This represents a 12% year-over-year growth, demonstrating the significant role of Adobe products in powering the global digital economy.</li>
<li>Along with a strong revenue performance, Adobe had GAAP earnings per share for the quarter at $1.36 and non-GAAP earnings per share at $4.48, reflecting an 18% growth year-over-year.</li>
</ul>


Adobe Inc. delivered robust financial results for the first quarter of fiscal year 2024, with a revenue of $5.18 billion.
This represents a 12% year-over-year growth, demonstrating the significant role of Adobe products in powering the global digital economy.
Along with a strong revenue performance, Adobe had GAAP earnings per share for the quarter at $1.36 and non-GAAP earnings per share at $4.48, reflecting an 18% growth year-over-year.


Adobe Inc.: When Will Its Adoption Of Generative AI Reflect On Its Top-Line? - Major Drivers

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/softbank-group-corp" target="_blank" data-smartkarma-citation="entities:315:1" rel="noopener">Softbank</a> raised around US$4.9bn via selling some of its stake in <a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a>’ US IPO. Its remaining 90% stake will be released from its IPO linked lockup soon.</li>
<li>ARM develops and licenses high-performance, low-cost, and energy-efficient CPU products and related technology, which is used by semiconductor companies and OEMs to develop their own products.</li>
<li>In this note, we talk about the upcoming lock-up expiry and possible deal dynamics.</li>
</ul>



Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its IPO linked lockup soon.
ARM develops and licenses high-performance, low-cost, and energy-efficient CPU products and related technology, which is used by semiconductor companies and OEMs to develop their own products.
In this note, we talk about the upcoming lock-up expiry and possible deal dynamics.


ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On

<ul><li>Adobe Inc. delivered an all-around beat in the fourth quarter.</li><li>The success can be attributed to pioneering innovations in Creative Cloud and Document businesses, positioning Creative Cloud as the preferred platform for content creation globally.</li><li>Creative Cloud had a stellar quarter, generating a significant $3 billion in revenue.</li></ul>

Adobe Inc. delivered an all-around beat in the fourth quarter.The success can be attributed to pioneering innovations in Creative Cloud and Document businesses, positioning Creative Cloud as the preferred platform for content creation globally.Creative Cloud had a stellar quarter, generating a significant $3 billion in revenue.

Adobe Inc.: The Creative Cloud Revolution Helping Them Lead The Way! - Major Drivers

United States

Adobe Systems Incorporated develops, markets, and supports computer software products and technologies.  The Company's products allow users to express and use information across all print and electronic media.  Adobe offers a line of application software products, type products, and content for creating, distributing, and managing information.

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Adobe Systems (ADBE US)

Elon Set to Lose $56B Incentive? If So, Will Tesla's AI Shift to XAI?

Shareholders voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions with potential impact on...

Mint Finance

Krungthai XSpring Zoom Eng. May 30, 2024

Technically, the SET Index is expected to weaken, with the support at 1,339/1,330 points and the resistance at 1,360/1,366 points (10-day...

Krungthai XSpring

Adobe Inc.: When Will Its Adoption Of Generative AI Reflect On Its Top-Line? - Major Drivers

Adobe Inc. delivered robust financial results for the first quarter of fiscal year 2024, with a revenue of $5.18 billion. This represents a 12%...

Baptista Research

ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On

Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...

Sumeet Singh

Adobe Inc.: The Creative Cloud Revolution Helping Them Lead The Way! - Major Drivers

Adobe Inc. delivered an all-around beat in the fourth quarter. The success can be attributed to pioneering innovations in Creative Cloud and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Elon Set to Lose $56B Incentive? If So, Will Tesla's AI Shift to XAI?

​Shareholders voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions with potential impact on...

Mint Finance

Krungthai XSpring Zoom Eng. May 30, 2024

Technically, the SET Index is expected to weaken, with the support at 1,339/1,330 points and the resistance at 1,360/1,366 points (10-day...

Krungthai XSpring

Adobe Inc.: When Will Its Adoption Of Generative AI Reflect On Its Top-Line? - Major Drivers

Adobe Inc. delivered robust financial results for the first quarter of fiscal year 2024, with a revenue of $5.18 billion. This represents a 12%...

Baptista Research

ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On

Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...

Sumeet Singh

Adobe Inc.: The Creative Cloud Revolution Helping Them Lead The Way! - Major Drivers

Adobe Inc. delivered an all-around beat in the fourth quarter. The success can be attributed to pioneering innovations in Creative Cloud and...

Baptista Research

Shareholders voting on Musk's $56 billion compensation deal and Tesla's reincorporation in Texas, pivotal decisions with potential impact on...