Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.</li><li>With an estimated market size of $137 billion in 2022, AI is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.</li><li>We can expect to see more sophisticated AI applications and algorithms that can perform complex tasks and make decisions with human-like accuracy. </li></ul>

Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.With an estimated market size of $137 billion in 2022, AI is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.We can expect to see more sophisticated AI applications and algorithms that can perform complex tasks and make decisions with human-like accuracy. 

Top 10 Tech Trends in 2024 - What's Likely to Drive Tech Next Year

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

<ul><li>The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.</li><li>We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.</li><li>We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.</li></ul>

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

<ul><li>The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.</li><li>The number of cyberattacks is growing at a significant rate.</li><li>In 2021, there were more than 6.5 billion cyberattacks worldwide.</li></ul>

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.The number of cyberattacks is growing at a significant rate.In 2021, there were more than 6.5 billion cyberattacks worldwide.

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.</li>
<li>Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.</li>
<li>The company is expected to report Q32023 results on Thursday.</li>
</ul>


Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.
Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.
The company is expected to report Q32023 results on Thursday.


Cisco: Quarterly Earnings, Guidance And What To Look For

<ul>
<li>The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.</li>
<li>Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.</li>
<li>Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.</li>
</ul>


The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.
Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.
Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.


Cisco: It's The Opposite Of A Dot-Com Moment

United States

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.

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Cisco Systems (CSCO US)

Top 10 Tech Trends in 2024 - What's Likely to Drive Tech Next Year

Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.

Water Tower Research

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and...

Forsyth Barr

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.

Water Tower Research

Cisco: Quarterly Earnings, Guidance And What To Look For

Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter. The company is...

Vladimir Dimitrov, CFA

Cisco: It's The Opposite Of A Dot-Com Moment

The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.

Vladimir Dimitrov, CFA

Price Gauge

52-week Range

Market Cap (USDm)

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