High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news cycle the past few weeks as AI computing has garnered Wall St.’s full attention.</li><li>Within two months, OpenAI’s ChatGPT app has registered 100 million users – nearly one-third of the U.S. population.</li><li>Microsoft has not hidden it plans to challenge Google search dominance and erode its existing market share.</li></ul>

Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news cycle the past few weeks as AI computing has garnered Wall St.’s full attention.Within two months, OpenAI’s ChatGPT app has registered 100 million users – nearly one-third of the U.S. population.Microsoft has not hidden it plans to challenge Google search dominance and erode its existing market share.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>Naver plans to launch its own Korean version of ChatGPT in 1H 2023.</li>
<li>We believe that this will act as an important catalyst that is likely to further fuel Naver's share price higher. </li>
<li>Naver has been our high conviction call in 2023 and we continue to have a Positive view of Naver. </li>
</ul>


Naver plans to launch its own Korean version of ChatGPT in 1H 2023.
We believe that this will act as an important catalyst that is likely to further fuel Naver's share price higher. 
Naver has been our high conviction call in 2023 and we continue to have a Positive view of Naver. 


Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>WeChat Usage increased by 23% YoY in physical store during Chinese New Year holidays.</li>
<li>JD.com will close its e-commerce platforms in Indonesia and Thailand in March.</li>
<li>Microsoft denies a layoff plan in China, but the details of the plan are spreading.</li>
</ul>


WeChat Usage increased by 23% YoY in physical store during Chinese New Year holidays.
JD.com will close its e-commerce platforms in Indonesia and Thailand in March.
Microsoft denies a layoff plan in China, but the details of the plan are spreading.


China Internet Weekly (6Feb2023): Tencent, JD.com, Microsoft

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>AWS revenue grew 20% YoY to $21.3B, about $400M or ~2% below consensus…and a 700bp deceleration.</li>
<li>AWS margins of 24% were down 200bps QoQ / 600bps YoY as continued optimization of customer contracts continues to weigh on margins.</li>
<li>Amazon advertising continues to dramatically outpace all other online platforms, highlighting the moat of first party data at the point of purchase, unimpacted by Apple.</li>
</ul>


AWS revenue grew 20% YoY to $21.3B, about $400M or ~2% below consensus…and a 700bp deceleration.
AWS margins of 24% were down 200bps QoQ / 600bps YoY as continued optimization of customer contracts continues to weigh on margins.
Amazon advertising continues to dramatically outpace all other online platforms, highlighting the moat of first party data at the point of purchase, unimpacted by Apple.


<ul>
<li>Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. </li>
<li>Konan Technology's share price is up more than 4x this year. We would not chase the stock at current levels. We provide a framework of valuing Konan Technology. </li>
<li>Four large Korean companies that could be long-term winners in AI space in Korea include Naver, Kakao Corp, SK Telecom, and KT Corp. SK Telecom owns 20.8% of Konan Technology. </li>
</ul>


Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. 
Konan Technology's share price is up more than 4x this year. We would not chase the stock at current levels. We provide a framework of valuing Konan Technology. 
Four large Korean companies that could be long-term winners in AI space in Korea include Naver, Kakao Corp, SK Telecom, and KT Corp. SK Telecom owns 20.8% of Konan Technology. 


Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Weekly Stock Bullfinder - Week of 2/13

Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news...

Weekly Stock Bull Finder

Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT

Naver plans to launch its own Korean version of ChatGPT in 1H 2023. We believe that this will act as an important catalyst that is likely to...

Douglas Kim

China Internet Weekly (6Feb2023): Tencent, JD.com, Microsoft

WeChat's physical Usage increased by 23% in New Year holidays. JD.com will close its businesses in Indonesia and Thailand. Microsoft denies a...

Ming Lu

Amazon 4Q22: When Does AWS Trough?

Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...

Aaron Gabin

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52-week Range

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P/E

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Weekly Stock Bullfinder - Week of 2/13

Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news...

Weekly Stock Bull Finder

Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT

Naver plans to launch its own Korean version of ChatGPT in 1H 2023. We believe that this will act as an important catalyst that is likely to...

Douglas Kim

China Internet Weekly (6Feb2023): Tencent, JD.com, Microsoft

WeChat's physical Usage increased by 23% in New Year holidays. JD.com will close its businesses in Indonesia and Thailand. Microsoft denies a...

Ming Lu

Amazon 4Q22: When Does AWS Trough?

Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is...

Aaron Gabin

Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI

Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...

Douglas Kim