Asia Long-Short PM/Analyst

Curtis Lehnert

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/27266" target="_blank" data-smartkarma-citation="entities:27266:1">Opera Ltd (OPRA US)</a> is going for a US IPO amidst the ongoing market volatility and investors love/hate relationship with tech stocks.  As the result of a small deal size and being a browser that is only competitive in certain markets where internet infrastructure is undeveloped, this deal could get overlooked by investors.  I would encourage investors to look at the deal as a whole, weighing fundamentals with market sentiment and updates on how demand builds in the US.  </p>

Opera Ltd (OPRA US) is going for a US IPO amidst the ongoing market volatility and investors love/hate relationship with tech stocks.  As the result of a small deal size and being a browser that is only competitive in certain markets where internet infrastructure is undeveloped, this deal could get overlooked by investors.  I would encourage investors to look at the deal as a whole, weighing fundamentals with market sentiment and updates on how demand builds in the US.  

Opera IPO (OPRA US): Let the Book Be Your Guide

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Event-Driven

<ul><li>The next two weeks will have some of the most potent events of the 1H of the year</li><li>Weds Apr 29 sees the Fed meeting &amp; 1Q US GDP, Thu Apr 30 is RBNZ &amp; BoJ, with the following Tue &amp; Fri (May 5 &amp; 8) being RBA &amp; US Non-farm payrolls&hellip;</li><li>Once again, with an RBA cut imminent &amp; the Fed set to hike in 2H, AUD above 0.7750 is a screaming short as you have catalysts on both sides of the cross</li></ul>

The next two weeks will have some of the most potent events of the 1H of the yearWeds Apr 29 sees the Fed meeting &amp; 1Q US GDP, Thu Apr 30 is RBNZ &amp; BoJ, with the following Tue &amp; Fri (May 5 &amp; 8) being RBA &amp; US Non-farm payrolls&hellip;Once again, with an RBA cut imminent &amp; the Fed set to hike in 2H, AUD above 0.7750 is a screaming short as you have catalysts on both sides of the cross

THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP    

Netherlands

Nebius Group is a technology company providing infrastructure and services to AI builders globally. The group's core business, Nebius, is an AI-centric cloud platform built for AI workloads. Nebius Group serves customers worldwide.

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Nebius Group (NBIS US)

Opera IPO (OPRA US): Let the Book Be Your Guide

Opera Ltd (OPRA US) is going for a US IPO amidst the ongoing market volatility and investors love/hate relationship with tech stocks. As the...

Curtis Lehnert

THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP

The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...

Kay Van-Petersen

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