BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>The manufacturing exposure AXTI has in China has become an overhanging shadow on the shares even though the Company has managed to grow revenue sequentially for more than a year</li>
<li>AXTI’s manufacturing facilities are in proximity to Beijing, which is now under COVID-19 watch for lockdowns. So far, AXTI has not experienced any curtailment in manufacturing.</li>
<li>COVID-19 spreading in China has raised fears AXTI could suffer from forced shutdowns. There have been no reports of AXTI stopping manufacturing. </li>
</ul>


The manufacturing exposure AXTI has in China has become an overhanging shadow on the shares even though the Company has managed to grow revenue sequentially for more than a year
AXTI’s manufacturing facilities are in proximity to Beijing, which is now under COVID-19 watch for lockdowns. So far, AXTI has not experienced any curtailment in manufacturing.
COVID-19 spreading in China has raised fears AXTI could suffer from forced shutdowns. There have been no reports of AXTI stopping manufacturing. 


AXT Inc

AXTI: A View Thru the Risks