Semiconductors - Thematic Investing and Megatrends
We believe cloud service providers (CSPs) in China are trying to pick up the pace in capex in compute infrastructure to keep up with the relentless...
283 Views
Microsoft (MSFT US) - AI Related Monetization Key to Watch
Microsoft reported (31 Oct HKT) inline1QFY25 (June year-end) results: revenue was US$65.6bn, up 16% YoY (4QFY24: +15% YoY; 1QFY24: +13% YoY)
466 Views
Microsoft (MSFT US) - Results Inline; AI Demand Remains Strong and Unmet
Microsoft reported (31 Jul HKT) inline 4QFY24 (June year-end) results: revenue was US$64.7bn, up 15% YoY (3QFY24: +17% YoY
207 Views
Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
347 Views
Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
296 Views