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>Google's ad revenue growth consensus is 11.7% YoY in Q2, with some analysts projecting even higher, reflecting robust global digital ad spend trends.</li>
<li>Google Cloud's revenue reached $9.5 billion in Q1 2024, marking a 35% YoY increase and a 4x growth over the past four years. Q2 expected to see continued growth. </li>
<li>AI investments and innovations showcased at Google I/O aim to boost user experience and market leadership, with potential double-digit growth.</li>
</ul>


Google's ad revenue growth consensus is 11.7% YoY in Q2, with some analysts projecting even higher, reflecting robust global digital ad spend trends.
Google Cloud's revenue reached $9.5 billion in Q1 2024, marking a 35% YoY increase and a 4x growth over the past four years. Q2 expected to see continued growth. 
AI investments and innovations showcased at Google I/O aim to boost user experience and market leadership, with potential double-digit growth.


[Q2 Earnings Preview] Google: Ad Revenue & Cloud Growth Plus AI Advancements in Focus

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>Hyundai Motor Group has become the largest shareholder of KT Corp, as the National Pension Service has recently reduced its stake in KT from 8.53% previously to 7.51%. </li>
<li>Despite this recent change in the largest shareholder status of KT Corp, this requires the approval from the Korean Ministry of Science and ICT. </li>
<li>Although the Hyundai Motor Group (HMG) has become the largest owner in KT Corp, the most likely scenario is for HMG to remain a passive investor in KT.</li>
</ul>


Hyundai Motor Group has become the largest shareholder of KT Corp, as the National Pension Service has recently reduced its stake in KT from 8.53% previously to 7.51%. 
Despite this recent change in the largest shareholder status of KT Corp, this requires the approval from the Korean Ministry of Science and ICT. 
Although the Hyundai Motor Group (HMG) has become the largest owner in KT Corp, the most likely scenario is for HMG to remain a passive investor in KT.


Hyundai Motor Group Becomes the Largest Shareholder of KT Corp

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>The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity provider through 5G and fiber.</li><li>In the first quarter, the Company grew its high-value long-term wireless and broadband subscriber base, with a notably impressive performance in its Mobility sector.</li><li>AT&T added 349,000 postpaid phone net adds for the quarter, and while churn lowered, ARPU increased, resulting in robust operating income and margins.</li></ul>

The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity provider through 5G and fiber.In the first quarter, the Company grew its high-value long-term wireless and broadband subscriber base, with a notably impressive performance in its Mobility sector.AT&T added 349,000 postpaid phone net adds for the quarter, and while churn lowered, ARPU increased, resulting in robust operating income and margins.

AT&T Inc: Consistent execution to drive up ARPUs! - Major Drivers

<ul><li>AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the year.</li><li>The company's wireless and fibre customer base increased by 10% to over 71.2 million subscribers, marking their best 3-year growth in a decade, resulting in increased wireless service revenues by $7.5 billion and Mobility EBITDA by approximately $4 billion.</li><li>AT&T's mid-band 5G network now serves over 210 million people, with the fibre network reaching over 26 million consumer and business locations.</li></ul>

AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the year.The company's wireless and fibre customer base increased by 10% to over 71.2 million subscribers, marking their best 3-year growth in a decade, resulting in increased wireless service revenues by $7.5 billion and Mobility EBITDA by approximately $4 billion.AT&T's mid-band 5G network now serves over 210 million people, with the fibre network reaching over 26 million consumer and business locations.

AT&T Inc: Pursuit Of Growth Opportunities & New Launches - Major Drivers

<ul><li>AT&T Inc. delivered a positive result and managed an all-around beat in the last quarter, prioritizing investments in 5G and fiber technologies to expand their customer base while ensuring profitability.</li><li>In the wireless sector, its consistent go-to-market strategy continues to attract high-value subscribers, exemplifying the resonance of its customer-centric approach.</li><li>Besides these positive results, the company launched AT&T Internet Air to deliver uninterrupted and dependable internet connectivity to small company proprietors.</li></ul>

AT&T Inc. delivered a positive result and managed an all-around beat in the last quarter, prioritizing investments in 5G and fiber technologies to expand their customer base while ensuring profitability.In the wireless sector, its consistent go-to-market strategy continues to attract high-value subscribers, exemplifying the resonance of its customer-centric approach.Besides these positive results, the company launched AT&T Internet Air to deliver uninterrupted and dependable internet connectivity to small company proprietors.

AT&T Inc: The Convergence Of 5G & Fiber Is The Future! - Major Drivers

United States

AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.

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AT&T (T US)

[Q2 Earnings Preview] Google: Ad Revenue & Cloud Growth Plus AI Advancements in Focus

Google's Q2 earnings on 23/Jul will focus on projected 11.7% ad revenue growth, cloud earnings & AI innovations. Key acquisitions highlight...

Mint Finance

Hyundai Motor Group Becomes the Largest Shareholder of KT Corp

On 9 May, KT Corp (030200 KS) announced that it will cancel 5.1 million treasury shares (about 2% of outstanding shares), representing...

Douglas Kim

AT&T Inc: Consistent execution to drive up ARPUs! - Major Drivers

The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity...

Baptista Research

AT&T Inc: Pursuit Of Growth Opportunities & New Launches - Major Drivers

AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the...

Baptista Research

AT&T Inc: The Convergence Of 5G & Fiber Is The Future! - Major Drivers

AT&T Inc. delivered a positive result and managed an all-around beat in the last quarter, prioritizing investments in 5G and fiber...

Baptista Research

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