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refin_tech_infrastructure / Equity
- Infineon: throwing down the gauntlet on SiC: €2bn capacity expansion. Our quick take. by New Street Research
- Intel Analyst Day: Sound plan, 100% aligned with our thesis. 3 years to see full benefits, but critical catalysts this year. by New Street Research
- Rakuten’s Symphony: A new Telecom Equipment player emerging from Japan? by New Street Research
- Bible 4Q21: Autos – Semi momentum continues. No pullback expected as inventories remain low by New Street Research
- Digital transformation accelerating, PC backlog normalizing, unabated EV momentum, prioritization of high-end models benefiting auto semis. Tech Weekly-Wrap-up Feb 25th by New Street Research
- Aeva 4Q21: Progress towards volume production and deployments in 2024. Buy, $12 TP. by New Street Research
- Bible 4Q21: Enterprise IT – Legacy hampered by shortages but should improve in 1Q; Strength in Next-gen continues. by New Street Research
- TSMC, Intel, Samsung – Speculating about the future of leading-edge foundries by New Street Research
- Apple: 5G iPhone SE & M1 Ultra launch. Our Quick Take. by New Street Research
- SoftBank exiting Cruise: goes along with our broader robotaxi perspective by New Street Research
- Tesla: accelerating on all fronts. Buy, $1,580 Target Price by New Street Research
- Grab: Gem in the raw. Competitive pressure is temporary, fundamentals excellent. Buy $9 by New Street Research
- Tesla 1Q22 Deliveries: We see excellent momentum in a quarter that may disappoint many by New Street Research
- Shanghai shutdown vs. Berlin & Austin ramp: How is 2Q22 shaping up? by New Street Research
- TSMC 1Q22 QT – stellar execution; TSMC continues to beat and raise. High conviction Buy. by New Street Research
- TSMC 1Q22 – stellar execution; TSMC continues to beat and raise. High conviction Buy. by New Street Research
- Soitec & silicon carbide: SmartSiC is on; Implications. by New Street Research
- ASML 1Q22 QT – increased long-term capacity targets; near-term upside capped. by New Street Research
- Tesla 1Q22: navigating shutdowns, supply chain woes, inflation with 30% GM. $1,580 Target Price, Buy. by New Street Research
- Ericsson 1Q22: 5G momentum overshadowed by margin pressure and DoJ investigation by New Street Research
- Auto supply chain woes, supply constraints in Semicap, Cloud momentum continues, 5G spending peaking. Tech Weekly Wrap-Up by New Street Research
- Nokia 1Q22 – Turnaround delivered. What next? by New Street Research
- Apple 2FQ22: iPhone demand remains strong but China lockdowns impact near-term revenues. Neutral, $175 TP by New Street Research
- Samsung 1Q22: Demand weak in low-end PCs and Smartphones, strong everywhere else by New Street Research
- AMD 1Q22: Another strong market share jump, but guided to flatten in the second half. by New Street Research
- Tech Weekly Wrap-Up February 18th: Strong Cloud momentum & Enterprise IT recovery, risk on a crypto winter, Semicap upside capped, sustained growth in Food Delivery. by New Street Research
- Bible 4Q21: Cloud infrastructure – 2022 build-out is on by New Street Research
- Grab: Competition & Omicron. Tough start for 2022? by New Street Research
- Bible 4Q21: Industrials – continued strong demand, growth limited by persisting shortages. by New Street Research
- Bible 4Q21: Service Providers – Continued 5G momentum, but peak spending is looming. by New Street Research
- Bible 4Q21: PCs – Strong Enterprise & premium offsets weakness in low-end. by New Street Research
- Bible 4Q21: Leading Edge Semis & Semicap Equipment - Demand only capped by the ability to ramp capacity by New Street Research
- Aeva FMCW lidar supported on Nvidia Drive. Our Quick Take. by New Street Research
- Transition to Gate All Around in two simple slides by New Street Research
- Nvidia GTC and CMD 2022. Our 8 key take-aways. by New Street Research
- Infineon downcycle: when and how bad? Is it priced in? Buy, €50 target price by New Street Research
- Tesla: Master plan V 3. by New Street Research
- Synergies between ride-sharing and delivery? Could DoorDash & Lyft merge? by New Street Research
- Cloud spending spree: implications for optics by New Street Research
- Grab CEO & CFO Unplugged. Our main takeaways & transcript. by New Street Research
- Ericsson 1Q22: 5G momentum overshadowed by margin pressure and DoJ investigation. Neutral, SEK 100. by New Street Research
- Custom ASICs threatening Nvidia’s GPU? Think twice. by New Street Research
- ASML 1Q22 – increased long-term capacity targets; near-term upside capped. Neutral, €580. by New Street Research
- Is TSMC’s node cadence slowing, while Intel is accelerating? Our perspective. by New Street Research
- Nvidia: Visibility on crypto-winter risk, strong datacenter outlook, attractive valuation. Upgrade to Buy, TP $280. by New Street Research
- SK Hynix 1Q22: demand outlook intact, supported by Cloud. Supply remains tight. by New Street Research
- Nokia 1Q22 – Turnaround delivered. What next? Neutral, €5.3 target price. by New Street Research
- Intel 1Q22: Strong growth in datacenter and networking compensates PC weakness; strong 2H outlook by New Street Research
- Strength in Cloud, China lockdowns stress supply chain, 5G peaking, Memory thesis playing out. Tech Weekly Wrap-Up by New Street Research
- Aeva 1Q22: Building momentum across the board. Lower TP to $9 to reflect lower peer multiples. Buy. by New Street Research