Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Erajaya (ERAA): Beneficiary of WhatsApp and Google Update
Google and WhatsApp security updates require new phones, Erajaya will benefit from another few months of higher handset sales growth as well as a...
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Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio
Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...
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Xiaomi Corporation – Running Harder to Stay Still
By focusing investor attention on gross profit, Xiaomi Corp's (1810 HK) Q3-18 results deftly side-stepped the YoY EBITDA decline of 14.3%. To us it...
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