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  • Qualcomm: Strong Market Potential From China [View article]
    iBeacon is in early stages of adoption therefore it's hard to put the figures right now, but Apple has already deployed this hardware in all the U.S. stores, which provide in-house notification to iPhone users. This technology would strengthen the marketing efforts of the companies as the users will get offers and other related notifications from the beacon hardware. This technology has not been limited to Apple's stores, PayPal has unveiled its own Beacon hardware, that allows customers to automatically check-in at a store, receive deals and information via notifications, and pay for products without swiping a card or pulling out their smartphone. No doubt this market will disrupt following the adoption of this technology by other establishments with android users also joining the iOS users. This market has a huge potential and can add incremental value to Qualcomm's bottom line.
    Feb 24 04:29 AM | Likes Like |Link to Comment
  • Stratasys: Strong Growth Momentum In 2014 [View article]
    Yes, Stratasys' inability to work with metal makes the company's bid weak, but Stratasys is considering on entering metal based 3D printing, probably via acquisition route. There is huge market opportunity from aviation industry, and despite being in the disadvantage, the company can adopt aggressive acquisition strategy like acquisition of Makerbot for consumer and prosumer market, for gaining market share in the metal 3D printing.
    Feb 17 12:11 PM | Likes Like |Link to Comment
  • Stratasys: Strong Growth Momentum In 2014 [View article]
    Stratasys strong presence in both industrial and consumer segments (after the acquisition of Makerbot) of the 3D printing makes it a strong contender in the 3D printing market. The company has strong upside potential, and will benefit from the positive investors sentiment towards 3D printing market.

    While, for GE's market opportunity, it's too early to comment on which company will take lead, as the jet engine manufacturer is looking for 3D printer which can fulfill GE's production needs of faster, and higher-quality output at a lower cost. While, GE announcement is not speculation for 3D printer manufacturers as GE is testing equipment from 3D Systems, and Concept Laser GmbH. The company which is able to fulfill GE's production needs will take an early lead in the race to capitalize on this market.
    Feb 17 12:11 PM | Likes Like |Link to Comment
  • Applied Materials: Ready For Upstream Cyclical Trend [View article]
    The news of merger has already been discounted in the stock market as the combined market cap of both the company has already crossed $29 billion mark that Applied Materials had announced in its press release. Therefore, in pre-merger investment one should not take short term share appreciation as the motive of investing at this time, but one should look at the overall synergies mentioned in my article, which will be reflected in both topline and bottom-line. Also, the company will also execute $3 billion share buyback program in first 12 months following completion of merger transaction. This will further boost the EPS of the company, and will provide significant value to shareholders. I believe that there is no clear cut answer to the time of investment, but investment should be based for long term for grabbing significant return. Still the merger is pending and this transaction would result in formation of a new company, therefore it is too early to comment on Option rate for the year 2015.
    Jan 24 08:19 AM | Likes Like |Link to Comment
  • First Solar: Our Favorite Pick Among Solar Stocks For 2014 [View article]
    The business model of SolarCity and First Solar is entirely different. First Solar is basically involved into manufacturing of solar panels and provides turnkey solutions. While, SolarCity is not the manufacturer of solar panels, but provide end to end solutions in solar installation.

    Yes, SolarCity might work on better margins because of its vertically integrated business model, but one cannot ignore First Solar as the company has done an important acquisition towards rooftop market (TetraSun) which will help in competing the lucrative Japanese market, and to some extent Europe. As per the latest quarterly result, the YTD book-to-bill ratio is more than 1, and as the fourth quarter result is still pending further comments on this cannot be done. As mentioned in my article, the company has done strong bookings in the third quarter, thus making book-to-bill ratio to 2:1, therefore I believe going forward project business will continue to be a significant growth driver for the company.

    Thanks,
    Jan 8 12:53 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices: All Set To Post Strong Results In 2014 [View article]
    Yes, AMD’s Mantle API provide good graphics performance and enhance gaming experience. In my article, I had discussed about the overall growth drivers and AMD’s strategy to reduce the dependence on PC related revenue, thereby generating about 50% of revenue from its five growth pillars which includes ultra-low-power devices, embedded, professional graphics, semi-custom, and dense server by 2015.
    Jan 4 08:53 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices: All Set To Post Strong Results In 2014 [View article]
    As mentioned in my article that Intel’s Bay Trail will also power Android based devices in 2014. This itself will be a game changer for Intel as AMD’s hasn't come out with Android supportability, but had revealed in June last year, about its intentions to make its chips compatible with Android and Chrome OS. In addition, Intel will be making the Bay Trail on 22nm manufacturing process, while Beema and Mullins is based on 28 nm, which denoted the increased performance provided due to greater number of transistors. While for the graphics segment, AMD had launched R9 and R7 series GPUs, in October last year. These GPUs target both high end (performance gamers) and low end (budget consumer) segments, and will compete against NVIDIA's upcoming GPU codenamed Maxwell.
    Jan 4 08:53 AM | Likes Like |Link to Comment
  • What Groupon Has To Offer This Time [View article]
    As discussed in my article, Freebies differ from daily deals as the company earns revenue in the form of commission it gets from the retailers, and only when the user redeems the coupon. I wouldn't say Freebies venture as a gamble, rather a diversification strategy for the company in the online deals market. Though it is in its early phase, but has the potential to expand its presence in this growing online coupon market, which is valued at $4 billion in North America. Further, Groupon launched this business in the holiday season which may provide tailwind for the company's fourth quarter revenues. In addition, Freebies will help improve Groupon's margin since online coupons have higher margins than daily deals.
    In my view, Freebies is a logical addition to the company's e-commerce marketplace, where it faces competitive challenges. Entry in online coupon could be a positive signal for the company in the long term, as the new offering is an extension of its existing product line and will help the company in earning additional revenue.
    Jan 2 10:25 AM | Likes Like |Link to Comment
  • Sprint: Taking Long Strides In The U.S. Wireless Market [View article]
    It's true that FCC wants to maintain the U.S wireless market competitive, and has also earlier said that market needed four national carriers when it blocked AT&T’s takeover of T-Mobile. By merging Sprint and T-Mobile, U.S. market wireless market will be restricted to three major national players, which may go against FCC's vision.
    As for Sprint and T-Mobile merger is concerned, I also feel that their merger will create more problems given that they have different networks, and will face the challenge of integrating different technology into its network. Although Sprint is working on an upgrade which would support their integration, but it would be quite an expensive process. Sprint already has its hands full with phasing out WiMax network and LTE expansion and any other network integration will affect its service. A merger of these companies means that a disruption in their network which would ultimately affect the users.
    However, if the deal between Sprint and T-Mobile goes through, Sprint will have a larger user base, which will help overcome the high cost of building and maintaining networks in the capital-intensive wireless industry, and save $5 billion in annual costs for the company.
    Jan 2 10:24 AM | Likes Like |Link to Comment
  • Qualcomm: An Industry Leader Pegged For Sustaining Dominance [View article]
    Going forward the market will become competitive especially in LTE front, thereby putting pressure on the Qualcomm's revenue. Intel has made good promises in its recent Investor meeting but execution remain key to these plans. Also, moving to 14 nm process technology from 22 nm has been tricky for Intel, with production of its Broadwell chip based on 14 nm technology already pushed by one quarter, with the earlier release date pegged at Q4, 2013.

    Yes, Intel 14 nm push will provide increased performance to OEM, and will reduce the manufacturing cost for Intel, but its biggest competitor TSMC is also closing the gap with production of 20 nm chip next year, while its 16 nm will hit the market by the end of next year. This will give TSMC's SoC customer Qualcomm to manufacturer its chips on 16 nm process, while it is already in progress to launch first cellular modem based on 20 nm. Therefore, Intel’s manufacturing advantage of its 16 nm process is not sustainable for long term. Though, Intel will become more competitive than ever before in 2015 thereby affecting Qualcomm's revenue, but I believe that Qualcomm lead in the market will help in offsetting this negative impact. Also, shifting to 20 nm will help in reducing the cost thereby safeguarding its margin and putting lower impact on EPS.
    Dec 27 12:37 AM | Likes Like |Link to Comment
  • Qualcomm: An Industry Leader Pegged For Sustaining Dominance [View article]
    For Qualcomm, QCT is a star performer, in which increased deployment of LTE will be the next revenue driver for the company. My article is focused on QCT segment along with China's rollout of LTE. In baseband (part of QCT), Qualcomm had grabbed 66% revenue share in third quarter of 2013, while in LTE baseband it had revenue share of over 95%. The company is already into third generation of LTE products, while other players like Intel, Broadcom, and Mediatek are still far behind Qualcomm. In application processor too, Qualcomm dominates the market due to increased adoption of Qualcomm's Snapdragon 800.
    Intel has recently come out with real competitive LTE modem chip (XMM 7160) against Qualcomm,. Though, the company is yet to integrate this with its application processor. While Broadcom will release its first LTE enabled SoC in early 2014, and Mediatek too is planning to launch its LTE SoC in first quarter of 2014. Yes, going forward market will intensify but Qualcomm dominance over the LTE space will sustain as the company is in transition to enter fourth generation LTE', and therefore its competitors will find it tough to match Qualcomm's technology at least in near term.
    Dec 27 12:37 AM | 1 Like Like |Link to Comment
  • Enerplus: A Strong Performer [View article]
    I expect the natural gas prices of Marcellus shale continue to be traded at a discount to Henry Hub prices because of bottlenecks in the region due to lower takeaway capacity than production in the region. According to EIA, the current production of natural gas from the Marcellus shale is expected to exceed around 13 billion cubic feet per day, or bcfpd by the end of December this year. However pipeline infrastructure continues to lag the production increase. According to EIA estimation around 3.5 bcfpd of additional capacity of pipeline will come into service between this year and 2015 for takeaway of natural gas from the Marcellus formation. So while these additional pipelines infrastructure come into operation the bottlenecks in the Marcellus formation will continue to depress the price of natural gas from the region.
    Dec 12 06:11 AM | 1 Like Like |Link to Comment
  • Nuance Bulls: You Shouldn't Be Losing Hope Here [View article]
    Its not unrelated. Its one of the services which we provide under the Fusion Brand. Please see services section or go here: http://bit.ly/1bE1qrX
    Dec 2 12:18 PM | Likes Like |Link to Comment
  • EPA Mercury Mandate Creates New $10 Billion Market [View article]
    As ME2C' SEA technology is relatively new in the market as compared to ACI technology (as stated in our article), therefore the company is currently demonstrating its technology with several power units with an intent to get a long term contract. As per recent press release, till now MEEC has completed 31 successful demonstrations on power plants, with its technology achieving the required mercury reduction level. The company is pursuing to convert these demonstration into meaningful long term contract.

    Link: http://bit.ly/1aXQfHT
    Nov 27 04:24 AM | Likes Like |Link to Comment
  • Exxon Mobil: An Onshore Plays Champ? [View article]
    @Arian, thanks for your comment, and look forward to our next article on XOM. We will try to cover the info you are looking for.
    Nov 25 02:57 AM | Likes Like |Link to Comment
COMMENTS STATS
141 Comments
350 Likes