Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
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Exasol IPO Initiation: Crunching the Numbers
Exasol (EXA GR) is a database technology company which enables customers to access and analyse data at high speed and scale. Exasol has launched...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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FAANG Splinters - Weak and Strong Pullback Targets
US big tech is the last pillar of real support in the US and a core driver for the global cycle. Today we delve into the strong horses and the...
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Pexip IPO: Valuation Insights
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has set its IPO price at NOK63...
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