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Spotify (SPOT US)
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159
Analysis
Information Technology
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Luxembourg
Spotify Technology S.A. provides music streaming services. The Company offers commercial free music and ad-supported services to subscribers. Spotify Technology serves clients worldwide.
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bullish
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Match Group
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12 Sep 2021 08:56
Apple's App Store Price Cut Beneficiaries
Apple's quasi loss in the Epic lawsuit regarding app store take rates makes us all the more bullish on one of our favorite longs...Match Group.
Aaron Gabin
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237 Views
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bearish
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Tesla
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11 Jul 2021 20:54
2H21 Obex Research Short Portfolio
We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Apple remains our preferred large cap short, while...
Aaron Gabin
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238 Views
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bullish
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Atour Lifestyle Holdings
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05 Dec 2023 13:00
Atour Lifestyle Holdings Placement - Coming Back for Round Two This Year
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US) , is looking to raise around US$124m through a...
Ethan Aw
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362 Views
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bullish
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Tencent
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07 Nov 2023 07:29
Tencent (700 HK): Board Meets Next Week; In-Specie Dividend Candidates
Tencent could make it a hat-trick of special in-specie dividend distributions. After JD.com and Meituan, Kuaishou could be next. Or it could be...
Brian Freitas
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680 Views
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bullish
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VNG
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11 Sep 2023 13:55
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
Sumeet Singh
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424 Views
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