Technology: 2025 Outlook: Solid Growth Outlook with Better Fundamentals
Google projects the internet economy GMV to grow at a 14% CAGR in FY24-30, driven by social media, AI, and fintech amid low penetration.
334 Views
Technology: 3Q24 Preview: GOTO Poised for EBITDA Growth
GOTO poised for 3Q24 EBITDA growth driven by resilient ODS, loan balance expansion, improving CM and stable recurring costs.
139 Views
Technology: E-Commerce Players Raise Commissions
Shopee, TTS/Tokped, and Lazada are raising seller fees by 105-154/65/ 154bps in Sep24, with new rates expected to enhance market dynamics.
222 Views
Technology: Potential Tailwinds from the New Regulation
On the earnings front, we expect tech companies to see positive momentum in 3Q23 with GTV growth and lower EBITDA losses. We maintain our OW rating...
275 Views
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
348 Views