Synaptics Should Recover
The shares have gone sideways on stagnation in the smartphone market, shortage of supplies for their TDDI solutions and some disappointments with their fingerprint solutions. However, smartphones look to resume […]
YY’s Mystery Valuation
The company produced solid figures but was let down by low Q3 guidance and the shares tanked further. Management blames this on a one-off in Q3 with the world cup […]
Intrusion’s Solid Rally Looks Like Continuing At Least For Now
We cautiously advised a position a couple of months ago as this is a high-risk, high-reward play. So far, it’s high reward as orders are streaming in, but we still […]
The Chaos Abroad
US policies to boost domestic growth are not compatible with the trade policies the US pursues abroad. The pro growth policies at home create rising US interest rates and yields, […]
Baozun Has Ample Room For Valuation Expansion
Baozun delivers a solid quarter with a surprising resurgence in product sales growth and margins. Margins are generally on an upward path, despite significant investment in distribution and technology. Sooner […]
Caesarstone Does Have Room For Improvement
The company is addressing problems in two of its core markets, the US and Israel, and some progress is being achieved. That progress gave shares a jump after better than […]
The Trade Desk’s Monster Quarter
The company has multiple tailwinds propelling it higher, like the move to programmatic advertising and connected TV. Smart management has positioned the company to benefit from these tailwinds, as its […]
The U.S. Against The Rest
The US is retreating from trade agreements and imposing economic sanctions on many fronts. In and by itself, the effects in the US are local, but the economy is likely […]
SHU Portfolio: Roku Rockets
The company had another fantastic quarter driven in equal measure by platform active user growth and ARPU growth. The tailwinds of shifting towards OTT will be blowing for years to […]
A Very Familiar Crisis
Turkey is suffering from a classic emerging market crisis caused by gorging on dollar denominated debt. The backdrop environment is worsening, with higher US interest rates and a higher dollar. […]