Monday Q2 2026. The SaaSpocalypse Continues...
For the full year 2026, Monday projected total revenue of $1.47 billion, +20% YoY, but a far cry from the 50% CAGR of the previous five years.
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Market Outlook
The SET Index is expected to move sideways up, with the resistance at 1,630/1,635 points and the support at 1,611 (50-week EMA)/1,600 points. We...
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Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
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Weekly Innovation Review (WIRE) #43
Headline Developments: China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and...
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Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
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