Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul><li>We recommend taking profit on DELL19 with a holding-period return of +14.5% and opening positions in two DRs, HORIZON23 and UBTECH23, both linked to Chinese technology companies.</li><li>Our KTX Tactical DR Port delivered an average return of +0.82% as US technology stocks continued to advance.</li><li>At Marvell Technology's Investor Day, management provided a very strong outlook for future revenue.</li></ul>

We recommend taking profit on DELL19 with a holding-period return of +14.5% and opening positions in two DRs, HORIZON23 and UBTECH23, both linked to Chinese technology companies.Our KTX Tactical DR Port delivered an average return of +0.82% as US technology stocks continued to advance.At Marvell Technology's Investor Day, management provided a very strong outlook for future revenue.

Ktx Tactical DR Picks - October 7, 2026 (Eng.)

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Computex focused heavily on AI and featured a lot of liquid cooling technology</li><li>Nvidia keynote at Computex introduced NVLink Fusion for custom CPUs, targeting vendors like Fujitsu</li><li>Debate arose over the relevance of NVLink Fusion for hyperscalers who are moving towards custom silicon to avoid reliance on Nvidia.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Computex focused heavily on AI and featured a lot of liquid cooling technologyNvidia keynote at Computex introduced NVLink Fusion for custom CPUs, targeting vendors like FujitsuDebate arose over the relevance of NVLink Fusion for hyperscalers who are moving towards custom silicon to avoid reliance on Nvidia.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 119: Computex, Google I/O, Dell Tech World, and more

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

<ul><li>Computing, and thus data centers, are becoming more critical to nearly every business (thank AI).</li><li>In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and leading vendors.</li><li>Simply put, a green data center uses many of the standard computer systems and networking equipment of other data centers, but with a strong emphasis on minimizing environmental impact. </li></ul>

Computing, and thus data centers, are becoming more critical to nearly every business (thank AI).In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and leading vendors.Simply put, a green data center uses many of the standard computer systems and networking equipment of other data centers, but with a strong emphasis on minimizing environmental impact. 

Tech Talk: Next-Gen Data Centers Green and Crypto Data Centers

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Major global server brands/ODMs delivered strong 2Q/3Q24 sales and guided server revenue momentum will continue into 2H24E thanks to robust AI server demand and broad-based general server recovery.</li><li>Based on Counterpoint data, 2Q24 global server revenue climbed 35% YoY to US$45.4mn, with AI server reaching 30% of the sales mix.</li><li>For 4Q24E, we expect most AI server names will continue to benefit from improved CoWoS supply and Hopper H200 ramp, while Blackwell (B200/GB200) AI servers will see shipments in small volume in late 4Q24 and bigger ramp in 1Q25E.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Major global server brands/ODMs delivered strong 2Q/3Q24 sales and guided server revenue momentum will continue into 2H24E thanks to robust AI server demand and broad-based general server recovery.Based on Counterpoint data, 2Q24 global server revenue climbed 35% YoY to US$45.4mn, with AI server reaching 30% of the sales mix.For 4Q24E, we expect most AI server names will continue to benefit from improved CoWoS supply and Hopper H200 ramp, while Blackwell (B200/GB200) AI servers will see shipments in small volume in late 4Q24 and bigger ramp in 1Q25E.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Technology - ODM/Brands Driven by H200/GB200 AI Server Ramp and General Sever Recovery

Market Intelligence, ORTEX

ORTEX Market Intel

Market Intelligence

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

<ul><li>Short sellers made bold moves the week of August 31.</li><li>MOO saw the most dramatic buildup - short interest tripled in seven days.</li><li>At the other end, MSFT shorts nearly disappeared entirely, and GME saw rapid covering ahead of its September 8 earnings.</li></ul>

Short sellers made bold moves the week of August 31.MOO saw the most dramatic buildup - short interest tripled in seven days.At the other end, MSFT shorts nearly disappeared entirely, and GME saw rapid covering ahead of its September 8 earnings.

Bears Press Hard: MOO Triples, GME Covers, MSFT Shorts Vanish

United States

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

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Dell Technologies (DELL US)

Ktx Tactical DR Picks - October 7, 2026 (Eng.)

We recommend taking profit on DELL19 with a holding-period return of +14.5% and opening positions in two DRs, HORIZON23 and UBTECH23, both linked...

Krungthai XSpring

Episode 119: Computex, Google I/O, Dell Tech World, and more

AI technology, liquid cooling, and Nvidia's NVLink Fusion networking solution were key themes at Computex, sparking industry discussions about...

The Circuit

Tech Talk: Next-Gen Data Centers Green and Crypto Data Centers

In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and...

Water Tower Research

Technology - ODM/Brands Driven by H200/GB200 AI Server Ramp and General Sever Recovery

Major global server brands/ODMs delivered strong 2Q/3Q24 sales and guided server revenue momentum will continue into 2H24E thanks to robust AI...

CMB International

Bears Press Hard: MOO Triples, GME Covers, MSFT Shorts Vanish

Short sellers made bold moves the week of August 31. MOO saw the most dramatic buildup - short interest tripled in seven days. At the other end,...

ORTEX Market Intel

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