ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
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Weekly Stock Bullfinder - Week of 7/3
In any portfolio, it’s always good to have a listing of up and coming companies on hand which you may be interested in which may have recently...
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Tencent/SEA/Unity/Krafton: More Shooting Games Are Emerging, a Summary of Our Recent Channel Checks
We (1) maintain our BUY for Tencent and Unity, (2) maintain SELL for Sea, and (3) downgrade Krafton to SELL to reflect the new competition that...
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China/Asia TMT Update- Luckin/Unity/Coupang:No.10k Store, Apple Vision Pro, Congestion at Pyeongtaek
LKNCY: Luckin Coffee opened No.10k store (-)；U US: Apple provides Unity with unique development privileges for Vision Pro (+)；CPNG US: a congestion...
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[Unity Software (U US) Earnings Review]: Maintain BUY as AI Spending Offset by Topline Growth
Unity’s 1Q23 top line was in line with our estimate, and bottom line was USD 34mn, vs. our est./cons. of USD 4/(3)mn, due to headcount reductions.
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