Semiconductors - Thematic Investing and Megatrends: 1H25 AI Demand Check
We remain structurally bullish on AI infrastructure investment supported by sustained momentum in compute-intensive investments.
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Semiconductors - Thematic Investing and Megatrends: Resilient 1Q25 Capex Among Hyperscalers
Bloomberg consensus projects the Big Four’s capex to increase by 48% YoY / 8% QoQ to ~US$78.6bn in CY2Q25E, and full-year capex to top US$319bn...
276 Views
Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
385 Views
Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
339 Views
US Digital Advertising – AI-Empowered Digital Transformation
International advertising market (global ad market ex-China, same below unless otherwise specified) still has ample room for further digital...
356 Views