In today’s briefing:
- NVIDIA @ CES 2025. Forget The AIPC, We’ve Got A Supercomputer PC!
- [Quiddity Index Jan25] Nikkei 225 Mar Rebal: 3 IN, 3 OUT, $3bn One Way
- Technically Speaking, Breakouts and Breakdowns: HONG KONG (January 6)
- Weekly Update: January 10, 2025
- PERF: Perfect Corp. Completes the Acquisition of Wannaby
- How SmartRent’s SaaS Shift Is Unlocking High-Margin Growth & Long-Term Stability! – Major Drivers
- Tech Supply Chain Tracker (11-Jan-2025): Intel’s Panther Lake boosts AI PC growth, foundry recovery by 2H25.
- N-able Inc.: Transition to Cloud-Based Solutions Powering Our ‘Buy’ Rating! – Major Drivers
- Commvault System: Recent SaaS & Subscription Growth Is Catapulting Their Performance! – Major Drivers
- Geovis Insighter’s IPO Lifts Off in Style After Chang Guang Satellite’s Listing Crash
NVIDIA @ CES 2025. Forget The AIPC, We’ve Got A Supercomputer PC!
- Project Digits is a supercomputer on everybody’s desk for $3000. Seems crazy but feels like 1977 Ken Olson moment “no reason anyone would want a computer in their home”
- Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback. Just buy the dip, you know you want to…
- Micron and MediaTek both jumped on news of their further involvement in NVIDIA’s AI acceleration hardware supply chain.
[Quiddity Index Jan25] Nikkei 225 Mar Rebal: 3 IN, 3 OUT, $3bn One Way
- In December, I thought the March 2025 Nikkei 225 Rebalance was going to be 2 ADDs 2 DELETEs and a double-capping for Fast Retailing.
- Fast Retailing has fallen sharply vs Nikkei 225, and another stock has announced a large-multiple share split, making it a strong candidate for Nikkei 225 ADDITION in March 2025.
- There is short-term path risk on all three ADDs, but they are definitely worth watching. Keep an eye out for separate insights on two of these names.
Technically Speaking, Breakouts and Breakdowns: HONG KONG (January 6)
- Mainland investors continue their record southbound purchases during 2024 and into 2025.
- GDS Holdings (9698 HK) , GDS Holdings (ADR) (GDS US) had a break out from its triangle formation in its continuation pattern. The company may list its China REIT assets.
- Tencent (700 HK) had a symmetrical pattern breakdown after the announcement that the US pentagon had placed the company on its blacklist. The company began a large share buyback.
Weekly Update: January 10, 2025
- Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.
- Vivendi (VIV), the French media conglomerate, has recently undergone a significant restructuring by spinning off several of its key divisions into independent entities.
- On December 30, 2024, Lions Gate Entertainment (LGFA/LGFB) filed its latest proxy related to the spin-off of Lionsgate Studios (LION). You can read it here.
PERF: Perfect Corp. Completes the Acquisition of Wannaby
- Perfect Corp. provides an AI and machine learning based B2B SaaS platform for virtual try on and marketing of beauty and fashion products as well as six mobile apps sold B2C for makeup suggestions, try-on, tutorials, photo and video editing and most recently, Gen AI creation and editing.
- It is expanding its offering to new verticals and has strong IP as well as the largest database for AI training in the industry.
- It has a dominant market share and serves almost all the major beauty brands worldwide.
How SmartRent’s SaaS Shift Is Unlocking High-Margin Growth & Long-Term Stability! – Major Drivers
- SmartRent’s recent performance and strategic initiatives provide a complex landscape for investment consideration, marked by both challenges and opportunities.
- The company’s third-quarter results paint a picture of a business in transition, underscored by a leadership change and a strategic refocus on maximizing shareholder value through sustainable practices.
- Positively, SmartRent demonstrated resilience with a 23% year-over-year increase in SaaS (Software as a Service) revenue, indicating strong growth potential within its recurring revenue model.
Tech Supply Chain Tracker (11-Jan-2025): Intel’s Panther Lake boosts AI PC growth, foundry recovery by 2H25.
- Intel’s Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.
- Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.
- Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea’s absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.
N-able Inc.: Transition to Cloud-Based Solutions Powering Our ‘Buy’ Rating! – Major Drivers
- N-able’s earnings for the third quarter of 2024 revealed several critical insights into the company’s current performance and future strategies.
- On the positive side, the company reported revenue of $116.4 million, marking an 8% year-over-year growth on a reported basis and 7% on a constant currency basis.
- The Company also exceeded its guidance for this quarter.
Commvault System: Recent SaaS & Subscription Growth Is Catapulting Their Performance! – Major Drivers
- Commvault Systems, Inc. reported a robust second quarter for fiscal year 2025, marked by a significant increase in key financial metrics.
- Total revenue reached $233 million, representing a 16% year-over-year increase and marking the fourth consecutive quarter of double-digit revenue growth.
- Subscription annual recurring revenue (ARR) was particularly noteworthy, rising by 30% to $687 million, with software as a service (SaaS) ARR escalating by 64% to $215 million, now composing 25% of total ARR.
Geovis Insighter’s IPO Lifts Off in Style After Chang Guang Satellite’s Listing Crash
- Geovis Insighter Technology Co Ltd, the first commercial aerospace company to list on the Beijing Stock Exchange, achieved a successful IPO with a surge of 407.23% on its debut, in contrast to the recent failed listing attempt by another Chinese satellite company.
Established in 2016, state-backed Geovis Insighter specializes in integrated solutions for spacecraft measurement, control management and aerospace digital simulation. The company’s stock was first listed on China’s New Third Board in February 2023.
Its price fell 17.6% Monday, leaving the company with a total market value of 4.3 billion yuan ($587 million), surpassing the required 200-million-yuan threshold.
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