Author: michaelli1216

Qorvo vs Skyworks Solutions- Devil’s Advocate

10th Jan 2021

By Ujan Shrestha, Shalin Kothari and Xilong Huang  Company Profiles:  Skyworks Solutions Inc. designs, develops, manufactures and markets semiconductors products, including intellectual property. The company’s analogue semiconductors are connecting people, places and others in a wide range of markets from automotive, broadband, infrastructure, military, medical, smartphone and many more.  They seem to benefit significantly from the 5G upgrade … More Qorvo vs Skyworks Solutions- Devil’s Advocate

First Solar (NASDAQ: FSLR.OQ) Devil’s Advocate Summary

10th Jan 2021

By Ratul Banerjee and Ananya Kumar Overview  First Solar, Inc. is a provider of photovoltaic (PV) solar energy solutions. The Company designs, manufactures and sells PV solar modules with a thin-film semiconductor technology. The Company also develops, designs, constructs and sells PV solar power systems that primarily use the modules it manufactures. It operates through … More First Solar (NASDAQ: FSLR.OQ) Devil’s Advocate Summary

First Solar (NASDAQ: FSLR.OQ) Summary

10th Jan 2021

By Khalid Nazir and Matthew Landon Overview  First Solar, Inc. is a provider of photovoltaic (PV) solar energy solutions. The Company designs, manufactures and sells PV solar modules with a thin-film semiconductor technology. The Company also develops, designs, constructs and sells PV solar power systems that primarily use the modules it manufactures. It operates through … More First Solar (NASDAQ: FSLR.OQ) Summary

Peloton (NASDAQ: PTON) Summary

17th Nov 2020

By Khalid Nazir and Koushik Karthikeyan Overview  Peloton Interactive, Inc. is a provider of an interactive fitness platform. The Company provides connected, technology-enabled fitness and the streaming of instructor-led boutique classes to its members. The Company operates and manages its business in three reportable segments: connected fitness product segment, subscription segment, and other segments. Its … More Peloton (NASDAQ: PTON) Summary

Rolls Royce Report

16th Nov 2020

By Shalin Kothari and Matthew Landon Background:   Rolls-Royce is a multinational engineering company based in London. They design, manufacture and service integrated power systems, and are the world’s second largest manufacturer of aircraft engines, as well as the world’s 16th largest defence contractor by revenue. The company does not make money from engine sales due to … More Rolls Royce Report

Amazon.com, Inc. (NASDAQ: AMZN) Summary – 22nd August 2020

5th Oct 2020

(Khalid Nazir and Ananya Kumar) Background  Amazon.com, Inc. is an American multinational technology company based in Seattle, Washington. Amazon focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. Amazon is known for its disruption of well-established industries through technological innovation and mass scale. It is the world’s largest online marketplace, AI assistant provider, live-streaming … More Amazon.com, Inc. (NASDAQ: AMZN) Summary – 22nd August 2020

The impact of the 2020 US election on Chinese multinational companies

4th Oct 2020

(Michael Li and Shalin Kothari)  Background:  Recent tensions stemming from the US towards large Chinese Internet corporations have been evident in the media. The president’s recent order banning TikTok, owned by Beijing’s ByteDance, from the United States has been heavily scrutinised due to its unprecedented nature and wider implications for over 80 million active users in America. … More The impact of the 2020 US election on Chinese multinational companies

International Consolidated Airlines Group S.A. (FTSE: IAG) Summary – Aug 1st, 2020

1st Aug 2020

(Khalid Nazir and Ananya Kumar) Introduction  International Consolidated Airlines Group, S.A. (or IAG) is an airline company that holds the interests in airline and ancillary operations. Its segments include British Airways, Iberia, Vueling, Aer Lingus and other Group companies. It combines the airlines in the United Kingdom, Spain and Ireland. It has approximately 573 aircrafts to … More International Consolidated Airlines Group S.A. (FTSE: IAG) Summary – Aug 1st, 2020