Nicolas Baratte

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Daily Brief TMT/Internet: Kokusai Electric , Hanmi Semiconductor, Intel Corp, Vivendi SE, Advanced Energy Industries, Capgemini, Maximus Inc, Pagseguro Digital Ltd, Q2 Holdings Inc, Sitime Corporation and more | Smartkarma

3 weeks ago | smartkarma.com | Travis Lundy |Brian Freitas |Nicolas Baratte |Jesus Aguilar |Jesús Aguilar

In today’s briefing:Nikkei 225 Sep25 Rebal: One ADD, One DELETE Still Probable Unless Kokusai Elec (6525) Offering/SplitKorea Short Selling: What Happened on Day 1? Intel Vision Conf: New CEO Mr. TAN Does Not Hide that It Will Be Tough to Fix IntelInitiating Coverage Of “New” Vivendi, Latest Portfolio DisposalsAdvanced Energy Industries: The 5 Major Challenges That Can Hinder Growth In 2025! Major DriversCapgemini (CAP FP): Back to BPO?
Daily Brief Equity Bottom-Up: The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player and more

2 months ago | smartkarma.com | Sudarshan Bhandari |Nicolas Baratte |Douglas Kim |Baptista Research

In today’s briefing:The Beat Ideas: Blue Jet Healthcare- Rising CDMO PlayerIntel: A Refreshing Direct Tone from New Management that Doesn’t Deny IssuesTop 10 Korean Stock Picks Bi-Weekly (3 February 2025)Lam Research Corporation: Can Its Advanced Packaging & High Bandwidth Memory Expansion Reinforce Footprint In The Semiconductor Landscape?- Major DriversBoeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue?
Daily Brief TMT/Internet: SK Hynix, MongoDB , Photronics Inc, Dingdong Maicai, Hon Hai Precision Industry and more

Jan 23, 2025 | smartkarma.com | Nicolas Baratte |Dimitris Ioannidis

In today’s briefing:SK Hynix Will Derive ~50% of Revenues from AI in 2025. Why Is the Stock Trading at 6x 2025 EPS? Nasdaq100 Dec2025 Forecast (Part 1): MDB & BIIB in Trouble; UAL & ALNY First ReplacementsPhotronics Inc (PLAB) – Wednesday, Oct 23, 2024Dingdong (Cayman) Limited (DDL) – Thursday, Oct 24, 2024Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025. SK Hynix Will Derive ~50% of Revenues from AI in 2025. Why Is the Stock Trading at 6x 2025 EPS?
Daily Brief Equity Bottom-Up: Travelsky (696): Sleepy Giant and more

Nov 24, 2024 | smartkarma.com | Henry Soediarko |Nicolas Baratte |Ying Pan |Ming Lu

In today’s briefing: Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung Takasago Thermal Engineering (1969): Start of Multi-Year Bull [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck, Tongcheng MT/Meituan (3690 HK) 3Q24 Earnings Preview: Upside Narrowed to 50% Nameson Holdings (1982 HK) H1...
Daily Brief TMT/Internet: Kuaishou Technology, Kioxia Holdings , Travelsky Technology Ltd H, Taiwan Semiconductor (TSMC), Xiaomi Corp and more

Nov 24, 2024 | smartkarma.com | Brian Freitas |Sumeet Singh |Nicolas Baratte |Henry Soediarko

In today’s briefing: Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100 Members ECM Weekly (25th Nov 2024) – SF, Kioxia Digico, Pony, Finetoday, Saint Bella, Zinka, Keppel DC Travelsky (696): Sleepy Giant Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung [Kuaishou (1024 HK, BUY, TP HK$72) TP Change]: C3Q24 Review: Value Stocks Face Picky Investors China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck,...
Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more

Nov 20, 2024 | smartkarma.com | Ying Pan |Baptista Research |Ming Lu |Nicolas Baratte

In today’s briefing:[Alibaba (BABA US, BUY, TP US$120) Earnings Review]: Progress Made, Better Times AheadTesla’s Big Bet: Why Trump’s Autonomous Push Could Supercharge Their Future!KS / Kuaishou (1024 HK): 3Q24, Ad and E-Commerce Strong, Margins ImprovedNvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function UpwardsQualcomm Investor Day: Based on Management Forecasts, Best Case 13% Operating Profit Cagr to FY29Honda Faces Profit Crunch: Rising Costs vs.
Daily Brief TMT/Internet: Samsung Electronics, Pony AI, Horizon Robotics, Texas Instruments, Alibaba Group Holding and more

Oct 23, 2024 | smartkarma.com | Sanghyun Park |Sumeet Singh |Nicolas Baratte |Andrei Zakharov

In today’s briefing:Surging Buzz Around the Potential Split of Samsung ElectronicsPony AI Pre-IPO – The Positives – Scaling up Robotaxi & RobotrucksHorizon Robotics IPO Trading – More than 55% of the Deal Taken up by Existing ShareholdersTexas Instrument: Small Beat in 3Q24, Uninspiring 4Q Guidance, the Stock Is Very Expensive. Tech Supply Chain Tracker (24-Oct-2024): 2025+ global smartphone forecast. Pony AI IPO Preview: Small Scale and Early Stage Development. Is Exponential Growth Ahead?
Daily Brief TMT/Internet: ASML Holding NV, JD Industrial Technology , Horizon Robotics, King Yuan Electronics Co, Ltd., Dell Technologies , Dave , Serverworks, Toumei , Acal PLC and more | Smartkarma

Oct 16, 2024 | smartkarma.com | William Keating |Nicolas Baratte |Sumeet Singh |Patrick Liao

In today’s briefing:ASML Tanks Semis On Tepid 2025 OutlookASML 3Q24: The Huge Reset Is Mostly the Result of Company’s MiscalculationsJD Industrials Pre-IPO – Refiling Updates – Few Hits, Few MissesHorizon Robotics IPO – Peers Are Down a Lot, Its Valuation Isn’tKYEC (2449.TT): 4Q24 Outlook Brightening; NVDA Will Become #1 Client in 2025Tech Supply Chain Tracker (17-Oct-2024): Hyundai races to catch up in global AV competition.
Daily Brief Equity Bottom-Up: How Big Is the AI Accelerator Market? AMD and more

Oct 14, 2024 | smartkarma.com | Nicolas Baratte |Sudarshan Bhandari |Michael Allen |Ming Lu

In today’s briefing:How Big Is the AI Accelerator Market?
Daily Brief TMT/Internet: Intouch Holdings, Taiwan Semiconductor (TSMC), Tencent, ARM Holdings, Super Micro Computer, Hon Hai Precision Industry, Shengyi Electronics, Unifiedpost Group, Microstrategy Inc Cl A, Neos Corp and more | Smartkarma

Oct 14, 2024 | smartkarma.com | David Blennerhassett |Nicolas Baratte |Ming Lu |Baptista Research

In today’s briefing:Intouch? Or Perhaps “Out Of” TouchHow Big Is the AI Accelerator Market? AMD, Broadcom, Nvidia, SK Hynix, TSMCChina Consumption Weekly (14 Oct 2024): Tencent, Lalatech, Seres, BYD, NIO, Trip.comArm Holdings plc (ARM): The Tale Of Rising Royalty Rates & New Architecture Adoption! – Major DriversSuper Micro Shipping Over 100,000 AI GPUs Each Quarter! What It Means for InvestorsTech Supply Chain Tracker (15-Oct-2024): Foxconn doubles down on Zhengzhou investments.

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Nicolas Baratte

Articles

Daily Brief TMT/Internet: Kokusai Electric , Hanmi Semiconductor, Intel Corp, Vivendi SE, Advanced Energy Industries, Capgemini, Maximus Inc, Pagseguro Digital Ltd, Q2 Holdings Inc, Sitime Corporation and more | Smartkarma

Daily Brief Equity Bottom-Up: The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player and more

Daily Brief TMT/Internet: SK Hynix, MongoDB , Photronics Inc, Dingdong Maicai, Hon Hai Precision Industry and more

Daily Brief Equity Bottom-Up: Travelsky (696): Sleepy Giant and more

Daily Brief TMT/Internet: Kuaishou Technology, Kioxia Holdings , Travelsky Technology Ltd H, Taiwan Semiconductor (TSMC), Xiaomi Corp and more

Daily Brief Equity Bottom-Up: [Alibaba (BABA US and more

Daily Brief TMT/Internet: Samsung Electronics, Pony AI, Horizon Robotics, Texas Instruments, Alibaba Group Holding and more

Daily Brief TMT/Internet: ASML Holding NV, JD Industrial Technology , Horizon Robotics, King Yuan Electronics Co, Ltd., Dell Technologies , Dave , Serverworks, Toumei , Acal PLC and more | Smartkarma

Daily Brief Equity Bottom-Up: How Big Is the AI Accelerator Market? AMD and more

Daily Brief TMT/Internet: Intouch Holdings, Taiwan Semiconductor (TSMC), Tencent, ARM Holdings, Super Micro Computer, Hon Hai Precision Industry, Shengyi Electronics, Unifiedpost Group, Microstrategy Inc Cl A, Neos Corp and more | Smartkarma

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