CLSA

Chinese autonomous vehicle technology company Pony AI Inc. (NASDAQ:PONY) is starting to see its Momentum fade in recent weeks, despite a string of favorable developments. The company makes the hardware and software that enable autonomous driving in vehicles, and as a result, competes head-on with...

Nio Inc’s (NYSE: NIO) recent foray into the electric sedan market, its upcoming plans to sell in Europe, and its unique battery-charging service model positions it differently from other premium electric vehicle makers, according to brokerage CLSA. The Nio Analyst: CLSA analyst Soobin Park...

Smartphone maker Samsung Elect Ltd (OTC: SSNLF) is expected to release a smartphone with a foldable screen in the near term, but one factor makes the achievement less impressive, an analyst said: the steep price tag. The Analyst CLSA's senior analyst Sanjeev Rana discussed ...

Mobileye NV (NYSE: MBLY) shares popped 7 percent Monday after Reuters confirmed the company's cooperation with Volkswagen AG (OTC: VLKAY) on navigation standards for autonomous vehicles. The partnership is aimed to transform road experience management (REM) systems by 2018. According to a press...

Media and entertainment company Walt Disney Co (NYSE: DIS) is due to release its fiscal year fourth-quarter results after the market close. Analysts, on average, expect the company to report earnings of $1.16 per share, down from $1.20 per share last year, on revenues of $13.52 billion, almost...

The better-than-expected third-quarter results put MGM Resorts International (NYSE: MGM) one step closer to become an “investment-grade” stock. CLSA expectsMGM to turn free cash flow positive in 2017, driven by the upcoming openings of National Harbor and MGM Cotai. Rating Boost Ahead...

Oracle Corporation (NYSE: ORCL) overcame a large hurdle when it announced over the weekend it received sufficient shares tendered from NetSuite Inc (NYSE: N) investors to close the acquisition at a price of $109 per share. Ed Maguire of CLSA commented in a report that the acquisition represents...

Following continued chatter regarding the General Electric Company (NYSE: GE)–Baker Hughes Incorporated (NYSE: BHI) deal, here is a compilation of sell-side analysts' takes on the soon-to-be spun off combined unit's separate publicly traded energy services company. Baker Hughes' Competitive...

Following the release of fiscal fourth quarter results by Apple Inc. (NASDAQ: AAPL), CLSA said it sees three positives from the company's guidance and commentary. Analysts Avi Silver and Chang Liu listed the positives: Assuming no increase to channel inventory, Apple's guidance implies 6–8...

Reviewing the third-quarter results of eBay Inc (NASDAQ: EBAY), CLSA said improved search engine optimization is driving new users, with SEO firm Searchmetrics pitching the sequential growth at 20 percent. However, analyst James Lee indicated that addition of active buyers was slow in the quarter...

The "LeBron James of banking" is how analysts described JPMorgan Chase & Co. (NYSE: JPM) after coming off a strong third-quarter report that saw a earnings and revenue beat. "JPMorgan showed again that it is the LeBron James of banking given both defense, including lower QoQ credit losses and...

While Apple Inc (NASDAQ: AAPL) shareholders are on the edge of their seats in anticipation of iPhone 7 sales numbers, CLSA believes the market’s focus may be misguided. Many Apple traders are watching iPhone unit numbers, but CLSA’s latest China survey reveals that iPhone 7 product...

Although salesforce.com, inc’s (NYSE: CRM) Analyst Day offered “a measured and insightful view into a well-structured operational strategy,” reports of a potential bid for Twitter Inc (NYSE: TWTR) “threw cold water on what had been warming investor sentiment." CLSA...

CLSA analyst Ed Maguire said Microsoft Corporation (NASDAQ: MSFT) faces heightened competition in Software-As-A-Service (SaaS) space from salesforce.com, inc. (NYSE: CRM) and Oracle Corporation (NYSE: ORCL) as the Windows OS maker is forging partnerships with Adobe Systems Incorporated (NASDAQ:...