Five Trends in 2H24 - Tweaking Growth Expectations for Key Markets in 2024
We continue to watch other secular adoption trends, including mobile commerce (m- commerce) and buy now, pay later (BNPL), which should also help...
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GEMWeekly (1 Mar 2024): China, India Macro; Ant, Alibaba, NetEase, Reliance Industries
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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JAKK: Management Meetings; Returning to the Strategic; Reiterate Buy, PT
We are reiterating our Buy rating, $30 price target and projections for JAKKS Pacific after meeting with management at their Santa Monica...
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Global Communication Services: Lowest Exposure on Record
Selling in Activision Blizzard, Meta Platforms, Tencent and Nintendo Co Ltd force Communication Services allocations to their lowest levels on record.
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Stay Tuned for This Deal
To understand FL Entertainment's $7.58 billion valuation, one only needs to look at the scope and scale of the underlying businesses that it...
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