reports
- Pelham Smithers
- Wedbush Research
LOGI LOGITECH INTERNATIONAL S.A.
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
RH RESTORATION HARDWARE INC.
CRSR CORSAIR GAMING
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
ARHS INC.
GFS ARHAUS INC
GLOBALFOUNDRIES INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pelham Smithers
PSA Media & Entertainment: Sony (6758 JT) Reportedly in Talks to Buy K...
According to Reuters [19 Nov], Sony is in discussions to buy Japanese publisher Kadokawa. The news sent Kadokawa shares limit up (+23%) to an all-time high. Sony has long been interested in different parts of Kadokawa, and in recent years has formed a capital alliance with Kadokawa to co-develop IP (in conjunction with CyberAgent), as well as taking a stake in FromSoftware. However, the idea that Sony would acquire the whole of Kadokawa is something of a surprise, given the bits-and-pieces natur...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Wedbush Research
KMX CARMAX INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
NICE NICE LTD
SMCI SUPER MICRO COMPUTER
CGEM INC.
MRVL CULLINAN ONCOLOGY INC
STX MARVELL TECHNOLOGY INC
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
DBD GLOBALFOUNDRIES INC
ORKA DIEBOLD NIXDORF INCORPORATED
ORUKA THERAPEUTICS INC
- Pelham Smithers
PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...
Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
6146 DISCO CORPORATION
5425 TAIWAN SEMICONDUCTOR CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
EMBRAC B CLEAR SECURE INC
CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pelham Smithers
- Pelham Smithers
PSA Media & Entertainment: Sony (6758 JT): FY24 Q2 Results
Sony produced an excellent set of results for FY24 Q2 but did not revise up the full-year guidance. Pelham Smithers reviews each division and notes that that with 1H OP at 56% of the full year guidance, it is on course to come in ahead of targets.
- Pelham Smithers
- Wedbush Research
LOGI LOGITECH INTERNATIONAL S.A.
XNCR XENCOR INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NHI NATIONAL HEALTH INVESTORS INC.
MFA MFA FINANCIAL INC.
MELI MERCADOLIBRE INC.
GPC GENUINE PARTS COMPANY
DIN DINE BRANDS GLOBAL INC.
CXW CORECIVIC INC.
AZO AUTOZONE INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
ZG ZILLOW GROUP INC. CLASS A
DNLI DENALI THERAPEUTICS INC
LYFT LYFT
RVMD REVOLUTION MEDICINES
CRSR CORSAIR GAMING
KROS KEROS THERAPEUTICS
GBIO GENERATION BIO
NUVB NUVATION BIO INC (A)
ELEV ELEVATION ONCOLOGY
GHLD GUILD HOLDINGS
TNGX TANGO THERAPEUTICS
APP INC
BROS APPLOVIN CORP
DUTCH BROS INC
- Alicia Reese
- Kade Barr
- Michael Pachter
- Alicia Reese
- Kade Barr
- Michael Pachter
- Pelham Smithers
- Alicia Reese
- Kade Barr
- Michael Pachter
- Wedbush Research
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC
- Alicia Reese
- Kade Barr
- Michael Pachter
- Pelham Smithers
PSA Media & Entertaiment: Capcom (9697 JT) FY24 Q2 Results
A lack of new hit titles for the quarter and a weak performance in its back catalogue sales were the reasons behind the FY24 Q2 performance coming in short of consensus. Already on a high valuation, will the Feb 25 launch of Monster Hunter Wilds be enough to exceed the already higher than guidance estimates in the street?
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