In today’s briefing:
- Tech Supply Chain Tracker (09-Feb-2025): TSMC tightens restrictions on Chinese IC firms.
- Clean Science and Technologies Ltd- Entering New Habitats
- Sify Technologies – Exploring INR3,000 Crore Data Center IPO
- China Healthcare Weekly (Feb.9) – Vesync Is a High-Quality Company, VBP to Cover Retail Pharmacies
- Spotify’s First Truly Profitable Year Was Great! But Will It Be EVEN MORE Profitable With The Expansion of Subscription Tiers & Monetization Of Video Content?
- BRIS – Strong Numbers Just Out, Asset Growth High, Credit Costs Low, Fees Doing Well
- Amgen: How Its $3.5 Billion Acquisition & Its High-Stakes Drug Pipeline Are Reshaping Its Growth Strategy
- Chipotle Mexican Grill: Dealing With Digital Engagement Complexities & Other Key Challenges In Its Path!
- ATI Inc.: Strategic Customer Partnerships & Capacity Utilization For Unmatched Impact!
- Electronic Arts’ (EA) Plans to Capitalize on the Next Gaming Boom – The Live-Service Shift That Could Change the Industry Forever!
Tech Supply Chain Tracker (09-Feb-2025): TSMC tightens restrictions on Chinese IC firms.
- TSMC implements restrictions on Chinese IC firms to follow US semiconductor controls, limiting access to advanced chip technologies.
- Estonian defense delegation seeks collaboration with Taiwan on drones, highlighting growing partnership between the two countries.
- ASE faces leadership uncertainty after chairman’s heir tragically passes away, impacting the future direction of the semiconductor giant.
Clean Science and Technologies Ltd- Entering New Habitats
- Clean Science and Technology (CLEAN IN) is one of the leading chemical manufacturers globally of functionally critical specialty chemicals, Pharmaceutical Intermediates, and FMCG Chemicals.
- It has embarked on a massive expansion by commissioning a new plant to manufacture HALS and is also spending additional capex to manufacture new products.
- With forensics, we pay attention to excessive remuneration being paid to promoters, concentration risk from top customers, and increase in attrition of permanent employees.
Sify Technologies – Exploring INR3,000 Crore Data Center IPO
- Sify Technologies Ltd is planning to tap into the burgeoning demand for data centers in the India via a INR3,000 crore IPO
- Sify has aggressive expansion plans in place with the aim to triple its data center capacity to more than 350 MW in the coming years.
- We expect the value of standalone data center business to be more than the current market cap of Sify. In our view, IPO will unlock value for existing Sify shareholders.
China Healthcare Weekly (Feb.9) – Vesync Is a High-Quality Company, VBP to Cover Retail Pharmacies
- Relevant departments are discussing the promotion of drugs included in VBP scope to enter retail pharmacies. However, the new business model will be detrimental to valuation performance for retail pharmacies.
- The gap in the distribution of funds among biotech companies is rapidly widening. We suggest investors focus on leading biotech rather than take risks in areas with higher uncertainties.
- Vesync is a good company. Due to the low liquidity, the Proposal presents a good opportunity for shareholders to exit. Considering its future growth potential, Share Alternative can be considered.
Spotify’s First Truly Profitable Year Was Great! But Will It Be EVEN MORE Profitable With The Expansion of Subscription Tiers & Monetization Of Video Content?
- Spotify Technology S.A., a leading global audio streaming service, reported a strong conclusion to its fiscal year 2024, highlighted by record metrics across multiple fronts.
- The company achieved its highest-ever fourth-quarter addition of Monthly Active Users (MAUs) and a substantial increase in premium subscribers, reflecting positively on its growth strategies and customer engagement efforts.
- Positives from the performance include the notable growth in Spotify’s MAUs, adding 35 million users to reach 675 million, alongside 11 million new subscribers bringing the total to 263 million.
BRIS – Strong Numbers Just Out, Asset Growth High, Credit Costs Low, Fees Doing Well
- Bank Syariah Indonesia Tbk PT (BRIS IJ) reported 11% QoQ net profit in 4Q24
- Credit costs are down nearly 75% QoQ and annually, there are improving figures
- Fee income growth is relatively new, ROA expansion can continue, to even >3% from this
Amgen: How Its $3.5 Billion Acquisition & Its High-Stakes Drug Pipeline Are Reshaping Its Growth Strategy
- Amgen Inc. highlighted substantial achievements and growth potential for 2024 while outlining some challenges and strategies moving forward.
- The company’s financial results reflected its success across various therapeutic areas, despite facing pricing pressures and patent expirations.
- Revenue for the full year of 2024 reached $33.4 billion, reflecting a significant 19% increase year-over-year, driven mainly by a 23% volume increase across products.
Chipotle Mexican Grill: Dealing With Digital Engagement Complexities & Other Key Challenges In Its Path!
- Chipotle Mexican Grill’s fourth-quarter 2024 results present a mixed picture of robust growth and operational challenges.
- The company saw a 13% increase in sales, reaching $2.8 billion for the quarter, driven by a 5.4% increase in comparable sales and a notable 4% increase in transaction growth.
- For the full fiscal year 2024, sales grew by 15% to $11.3 billion, with a 7.4% increase in comparable sales including over 5% transaction growth.
ATI Inc.: Strategic Customer Partnerships & Capacity Utilization For Unmatched Impact!
- Allegheny Technologies Inc. (ATI) reported robust financial results for the fourth quarter of 2024 and the full year.
- Its performance highlights include a sequential revenue increase of 12% in the fourth quarter, reaching $1.2 billion, and adjusted EBITDA surpassing guidance at $210 million.
- For the full year, ATI achieved nearly $4.4 billion in revenue, marking its highest since 2012, with a 5% year-over-year increase despite industry challenges.
Electronic Arts’ (EA) Plans to Capitalize on the Next Gaming Boom – The Live-Service Shift That Could Change the Industry Forever!
- Electronic Arts Inc. (EA) had a mixed third-quarter fiscal 2025 performance, which presented both challenges and positive developments.
- On the downside, the company faced a financial performance below expectations, notably with its key franchises.
- The newly launched “Dragon Age: The Veilguard,” despite being well-received critically, did not perform as expected due to the competitive nature of the single-player RPG market.
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