Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
449 Views
Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
750 Views
Pan Pacific (Donki): Gross Margin Improvement Suggests Further Upside
Pan Pacific International Holdings (7532 JP), (PPI) (formerly Don Quijote) has been the best-performing general retailer in Japan over the last six...
502 Views
TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
290 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
479 Views