PC Monitor: MSFT Results Imminent; Look for Copilot Progress; Taiwan PC Makers Show Healthy Growth
PC makers' shares fell in July, but pure PC exposure like HPQ outperformed. Global PC shipments increased 3% YoY in 2Q24, with Microsoft and...
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TechChain Insights: Visit with Nvidia Server Chassis Producer Chenbro; A Ubiquitous Supplier
Chenbro holds 10-15% market share in server chassis, serving major data center names like AWS and Nvidia, with new server market color to be...
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Amer Sports IPO Lock-Up Expiry - PE Investor Might Look to Trim US$750m Stake
Amer Sports (AS US) raised around US$1.3bn in its US IPO in Feb 2024, after pricing its IPO below its initial range. Its pre-IPO investors will be...
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[Q2 Earnings Preview] Microsoft Flying High on Tailwinds from Azure Surge, AI Leap & Gaming Boost
Microsoft's Q2 shows a 21% YoY rise in Azure revenue, 37% upside in gaming, and a 9% EPS increase. Revenue is set to grow 14.5% YoY, driven by AI...
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Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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