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Summary We projected Broadcom's Ethernet switch product revenue growth at an average of 22.2% through 2026 based on unit and ASP growth following the launch of its industry-first 51.2Tbps Tomahawk 5. As the company plans to introduce its co-packaged optics leveraging its silicon p...
Summary Logitech’s stock lost 66% of its value over the past year and is likely greatly undervalued as the company has strong financials and great opportunities ahead. The Street consensus anticipates 8.15% FCF and 24.22% net income CAGR over the next 5 years. The recen...
Summary IRBO has a very vague mandate, and the companies within are from disparate industries, sharing only vaguely this connection of using AI. Basically, companies that use statistics on their data. It's not saying much. Moreover, the PE is quite low despite the heavy IT exp...
Summary After news surfaced on September 6th that Tencent is set to double its stake in Ubisoft Entertainment SA, Ubisoft stock lost as much as 17.5%. In my opinion, the Tencent/Ubisoft deal implies a negative cross-read for investors. Acknowledging Tencent’s increased ...
Regulators have reasons to block Microsoft's deal with Activision Blizzard or put forward their own demands. If the deal fails, Microsoft will lose a very important building block for building the metaverse. Microsoft's strong position in the gaming market will not be that strong ...
Tencent is a global technology giant which is the Chinese market leader in Social Media and Gaming. Often called the "Facebook of China," Tencent's revenue declined by 3% in the second quarter, which was driven by the cyclical gaming and advertising market. The company is poised t...
Cowen is curtailing its expectations for console videogame spending this year, pointing to additional hurdles from game delays as well as foreign exchange since its last look at the space. The firm expects 2022 console game spending to fall 7%, down from a previous estimate for a 1%...
Videogame sales continued a year-over-year decline in July - but at a moderating rate, and the spending tracked back toward near 2020 levels, with some help from increased console outlays. Overall sales fell 9% year-over-year to $4.177B, according to NPD Group, mirroring the 10%...
Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners Global Fund declined 1...
Microsoft’s stock marks 304% performance over the past 5 years and is likely positioned to be a strong leading growth stock in the coming years. The Street consensus anticipates 14.23% FCF and 13.83% net income CAGR over the next 5 years. Through Microsoft’s acquisit...
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Cutting-edge technologies at Hong Kong tech fairs attract over 66,000 buyers worldwide HONG KONG, Apr 16, 2023 - (ACN Newswire) - Hong Kong showcased its strengths in innovation and technology (I&T) at a series of innovation and tech fairs, including the first-ever InnoEX co-org...
Inaugural InnoEX kicks off today HONG KONG, Apr 12, 2023 - (ACN Newswire) - The first-ever InnoEX, jointly organised by the Government of the Hong Kong Special Administrative Region (HKSAR) and the Hong Kong Trade Development Council (HKTDC), which is running in conjunction with the...
Inaugural InnoEX promoting Hong Kong's Innovation and Technology Development HONG KONG, Mar 28, 2023 - (ACN Newswire) - Innovation and technology (I&T) play an important role in Hong Kong's development blueprint, especially in the growing demand for smart city technologies and a...