Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to change our lives. A good start to exploring this topic is to understand it conceptually and then move on to its impact on the industry. Whether we think Siri is cool or can't imagine life before Uber or simply use smartphones, it is worth our while to understand this powerful concept. Let's jump right in and get acquainted!

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to change our lives. A good start to exploring this topic is to understand it conceptually and then move on to its impact on the industry. Whether we think Siri is cool or can't imagine life before Uber or simply use smartphones, it is worth our while to understand this powerful concept. Let's jump right in and get acquainted!

Machine Learning Is the Top Technology Trend - Are You Intrigued?

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain for provenance. Provenance has become increasingly important in today's world as regulators, governments, citizens and non-governmental organizations demand transparency regarding trades, commodities, funds and meat. Increasingly, there is a demand to know the source of the entity at hand and blockchain, due to its very nature, has found itself well…

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain for provenance. Provenance has become increasingly important in today's world as regulators, governments, citizens and non-governmental organizations demand transparency regarding trades, commodities, funds and meat. Increasingly, there is a demand to know the source of the entity at hand and blockchain, due to its very nature, has found itself well…

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

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>Bernstein is still analysing Intel as a volume and share story, but the economics have shifted toward capacity, pricing power, and constrained supply.</li>
<li>Across PCs and data centres, Intel is increasingly selling capacity-limited, high-ASP products  into an environment of long-term contracts, tight packaging, and rising infrastructure costs.</li>
<li>With fabs filling, Panther Lake well received, and competitors spending tens of billions to retain dominance, Intel’s manufacturing footprint is starting to translate into real financial leverage.</li>
</ul>


Bernstein is still analysing Intel as a volume and share story, but the economics have shifted toward capacity, pricing power, and constrained supply.
Across PCs and data centres, Intel is increasingly selling capacity-limited, high-ASP products  into an environment of long-term contracts, tight packaging, and rising infrastructure costs.
With fabs filling, Panther Lake well received, and competitors spending tens of billions to retain dominance, Intel’s manufacturing footprint is starting to translate into real financial leverage.


Intel Is Not the Company Bernstein Thinks It Is

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps become clearer. Distinct regional roadmaps are emerging, with network densification a key differentiator between markets. We view dense networks as a key enabler for 5G to succeed. On that basis, China, Japan, and South Korea already operating widespread dense wireless networks today giving them a low-cost route for the further spread of small cells…

5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps become clearer. Distinct regional roadmaps are emerging, with network densification a key differentiator between markets. We view dense networks as a key enabler for 5G to succeed. On that basis, China, Japan, and South Korea already operating widespread dense wireless networks today giving them a low-cost route for the further spread of small cells…

5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>Summary</h2><ul>
<li>
BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor equipment posted $1.49 billion in orders worldwide in October 2016 (three-month average basis) and a book-to-bill ratio of 0.91, according to SEMI.</li>
<li>
Sign of a downturn? For the time being, we identify the downturn as a seasonal one.  However, we would be cautious after Philadelphia and Taiwan Semiconductor index both reached record high levels.</li>
<li>
Checkpoint…</li>
</ul>

Summary

BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor equipment posted $1.49 billion in orders worldwide in October 2016 (three-month average basis) and a book-to-bill ratio of 0.91, according to SEMI.

Sign of a downturn? For the time being, we identify the downturn as a seasonal one.  However, we would be cautious after Philadelphia and Taiwan Semiconductor index both reached record high levels.

Checkpoint…


N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?

United Kingdom

ARM Holdings designs and licenses semiconductor intellectual property (IP), including central processing unit (CPU) cores, graphics processing units (GPUs), and system IP. Its energy-efficient chip designs are widely used in smartphones, IoT devices, automotive systems, and computing infrastructure. The company is headquartered in Cambridge, United Kingdom, and was founded in 1990.

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ARM Holdings (ARM US)

Machine Learning Is the Top Technology Trend - Are You Intrigued?

Machine Learning is going to be the key theme for IPOs in the next 5 years. Millions of companies are using it in a million different ways to...

Ishita Jain

Blockchain & Provenance

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...

Ishita Jain

Intel Is Not the Company Bernstein Thinks It Is

In January, we pushed back on Bernstein, saying that its Intel rating was still based on old execution scars versus what a working 18A ramp would...

Mint Finance

5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?

5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...

New Street Research

N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?

Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...

Andrew Lu

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52-week Range

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