Microsoft (MSFT US) - AI Related Demand Remained Strong
Microsoft reported (26 Apr BJT) better-than-expected 3QFY24 (June year-end) results: revenue was US$61.9bn, up 17% YoY (2QFY24: +18% YoY; 3QFY23:...
329 Views
Microsoft (MSFT US) - AI and Copilot Unlocking Growth Potential
Our DCF valuation method values Microsoft at US$473.6 per share, which translates into 39.7x/33.3x FY24/25E PE. Initiate at BUY.
440 Views
Innolight (300308 CH) – Expect Higher Contribution from AI Revenue in 3Q
Our current view on the stock is becoming increasingly favourable, driven by: 1) continuous strong momentum observed in building up AI...
629 Views
Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
1.5k Views