TradingKey

Considering Adobe's projected revenue growth of around 10%, the average valuation of peer companies is 10 times PS ratio. We maintain a "Hold" rating, with a reference price range of $420–$540, and expects Adobe's AI R&D and monetization could continue to attract investor enthusiasm. 

Looking ahead, although potential tariffs may introduce uncertainty to Thailand's foreign trade, fiscal spending is expected to continue supporting the economy.

Valuation Upside: Base case valuation of $245, with potential upside to $310 driven by AWS growth and broader AI adoption. 

TradingKey - Meta Platforms (META) has been on an extraordinary run, surging for 20 consecutive trading sessions—the longest winning streak for a Nasdaq 100 stock since 1990. The stock has already gained more than 17% this year, pushing its market capitalization past $1.8 trillion.  

The Indonesian economy has demonstrated signs of recovery following a slowdown in the first three quarters of 2024. The GDP growth rate in the fourth quarter of 2024 also began to rebound compared to the third quarter.

Despite their strong business execution and product strengths, investing in Palantir right now comes with big risks.

Currently, Microsoft is trading at around 32x the last twelve months’ earnings. The number is not extremely high, but not low either, as it is slightly above the historical PE levels of the company. This implies a limited growth in the stock price. However, we are yet to see the extent to which AI w

With the release of Japan's Q4 2024 GDP data, the case for the Bank of Japan (BOJ) raising interest rates in January has become more solid, and the market is beginning to consider the possibility of the BOJ raising rates sooner. However, Trump's tariffs remain a risk factor.

In 2024, Trump Media & Technology Group, owned by US President Donald Trump, generated only a few million dollars in revenue, while its losses expanded sixfold to $400 million. The company’s growth has attracted attention following Trump's return to the White House.

Wells Fargo (WFC) has staged a remarkable comeback, surging 62% over the past year, significantly outperforming SPX’s 20.51% gain. Year-to-date, the financial sector (XLF +6.53%) has been one of the best-performing sectors, and WFC remains strong momentum (+12.91% YTD)—a reflection of investor confi

TradingKey - The FOMC’s top concerns remain inflation and employment. The January CPI report shows inflation diverging from the Fed’s 2% target, while Thursday’s PPI also climbed steadily, reinforcing the upward trend in prices. Recent job data suggests the labor market does not appear to need furth

Despite the negative reaction, the results appear to be good. Reddit revenue continues to grow at very high rates of 60-70% and the margins are expanding (GAAP Gross Margin went from 88.4% to 92.6% in Q4 compared to same quarter last year).

On Thursday, February 13, Airbnb (ABNB.US), released its Q4 2024 financial report. Not only did its revenue beat expectations, but Airbnb also demonstrated a strong trend of turning losses into profits, pushing its after - hours stock price up by 14%.

TradingKey - Semiconductors make the world function. And the semiconductor ecosystem is a complex – and global – web of suppliers and manufacturers. One of the key suppliers of semiconductor manufacturing equipment is Applied Materials Inc (NASDAQ: AMAT).

Coinbase's Q4 earnings showcased an exceptional financial performance, with revenue soaring by 138% YOY and net income skyrocketing by 370%. This growth was supported by a 128% increase in institutional trading volumes from the previous quarter, underlining Coinbase's strengthening position among...

The latest strong earnings report from “Ten Bagger” AppLovin has thrust AI-driven advertising into the spotlight. Meanwhile, Meta’s record-breaking 19-day winning streak—the longest for a Nasdaq 100 stock in over three decades—has also been fueled by the strength of its advertising business.

TradingKey - In the world of tech trends and long-term thematics, it’s likely that cybersecurity comes a close second behind Artificial Intelligence (AI). One of the key companies in the cybersecurity space is Palo Alto Networks Inc (NASDAQ: PANW).

TradingKey - Staying in a hotel or looking for alternative accommodation when travelling? If it’s the former, one of the big hotel chains will have you covered. The latter? It’s like that a property from Airbnb Inc (NASDAQ: ABNB) will be the first place you check out. 

Following an unexpected drop in the unemployment rate and a surge in CPI, the US PPI rebounded to a two-year high. However, several components feeding into the PCE index provided a breather from concerns that the Fed might delay rate cuts.

Robinhood delivered a record-breaking Q4 2024, with revenue surging 115% YoY to $1.01 billion, exceeding analyst expectations. The company also achieved its first full-year profitability, reporting $1.56 EPS compared to a $0.61 loss per share in 2023.