Investment
1. Executive Summary: The Bifurcated Tech Upcycle The global Electronic Components and Manufacturing sector in currently in an Expansion Phase. This upcycle is highly structural and deeply bifurcated. While legacy industrial markets and broad consumer hardware exhibit a slower, uneven recovery, an aggressive, multi-year technology upcycle is underway, driven
Investment
Editor's Notes: * We conducted a quick survey of recent research reports on the Entertainment & Leisure sector, following two key events: * Konami: Rose 8% yesterday, driven by positive mobile gaming momentum and an upward revision to guidance. * Sands China: Fell 7% on Thursday, Jan 29, due to disappointing
Investment
Editor's Notes * I mentioned Accenture as a potential target to look into after their Dec 18 earnings in a previous newsletter. Their strong performance vs. AI impact and soft IT cycle phase provided an interesting entry point - multiples close to 10-year low. * Below is a new experimental