At the beginning of this year, we thought that AI is still going to be the major investment theme this year – with five out of ten themes related to AI – but also highlighted that investors will become more discerning in who are able to produce adequate return on investments. Whereas both hyperscalers –ContinueContinue reading “Ten Interesting Charts This Month”
Tag Archives: technology
The New Playbook
A regime change is underway in markets. The two decades of disinflation, globalization, and central-bank dominance that shaped a generation of portfolios are giving way to a more fragmented, inflationary, and fiscally driven world. This note lays out the new playbook across three lenses: the geopolitical backdrop, the shift from monetary to fiscal dominance, andContinueContinue reading “The New Playbook”
Equity Research Report: Metrodata Electronics 3Q17
Download the Report in PDF: MTDL Report METRODATA ELECTRONICS Tbk: Valuation MTDL.IJ (Indonesian Equity) Recommendation: BUY Target Price : Rp 930 Closing Price : Rp 595 Upside (Downside) Potential : 57.0% Company Profile PT Metrodata Electronics Tbk is an Indonesia-based information technology company. It is engaged in the provision of IT productsContinueContinue reading “Equity Research Report: Metrodata Electronics 3Q17”
Valuation Wisdom Behind Facebook-Instagram and Facebook-Whatsapp Acquisition
Facebook-Instagram Something that first look like megalomania turns out to be the smartest technology acquisition of the decade. Mark Zuckerberg decision in 2012 to acquire Instagram, a two-year-old photo-sharing app with 30 million users for $ 1 billion, turns out to be one of the best decisions he made. Forbes estimates Instagram currently worth $ContinueContinue reading “Valuation Wisdom Behind Facebook-Instagram and Facebook-Whatsapp Acquisition”
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