| Author |
Message |
    
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3377
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:13 pm: | 
|
SFIX operates an online personal style shopping service for apparel, shoes and accessories that are hand-selected by Stitch Fix stylists and delivered to clients' homes. Here's how it works: Clients share personal information, including detailed style, size, fit and price preferences. SFIX then applies data set and proprietary algorithms as well as the stylist's personal judgment to find an outfit that client might like. Around five items (perhaps a blouse, dress, accessories, shoes etc.) are shipped to the client's home. SFIX calls each of these shipments a Fix. After receiving a Fix, clients purchase the items they want to keep and return any unwanted items at no charge. For each Fix, SFIX charges a $20 styling fee that is credited toward items they purchase. Clients can choose to schedule automatic shipments or order a Fix on-demand after they fill out a style profile online or on the mobile app. Stitch Fix was founded with a focus on Women's apparel and, more recently, it has expanded into Petite, Maternity, Men's and Plus apparel. The stock has been up sharply since SFIX reported impressive Q1 results in early December. SFIX is benefitting from the accelerating trend towards online shopping. SFIX also has expanded its assortment of more affordably priced products in both the women's and men's categories. We caution that the stock looks a bit overstretched in the near term, but it's worth a look on pullbacks. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3376
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:12 pm: |
|
LITB is a China-based online retail platform offering a wide variety of products at affordable prices. LITB operates lightinthebox.com, miniinthebox.com and ezbuy.com. LITB offers apparel (by far its largest category at 32% of revs), home garden, wedding, electronics and other products. LITB sources many of its products directly from factories in China but also from South Korea, Singapore, Japan, Hong Kong and the US. LITB is in the process of building out its global supply chain and sourcing strategy. LITB has been posting strong growth. In Q3, revenue jumped 67% yr/yr to US$100 mln and that's expected to rise again to $120-135 mln in Q4 (results expected in April). These results reflect the growing success of LITB's revamped strategy, which is to focus on optimizing product and category mix, enhancing supply chain management and driving customer engagement. LITB is able to offer lower prices because it saves money with direct sourcing, low inventory levels and optimized logistics. Europe is LITB's largest market at 36% of revs with North America at 16% of revs. The stock has been ramping since early February when Vision Knight Capital disclosed a 6.1% stake. However, we caution that LITB strikes us as more of a speculative name because it's based in China and the stock trades under $5, so use caution. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3375
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:12 pm: |
|
RMNI provides replacement annual maintenance for Oracle and SAP products. It also offers services for some IBM and Microsoft products and it's a partner with Salesforce in offering AMS services. Annual maintenance is something that software vendors charge a lot of money for every year. Rimini Street comes in and replaces the vendor's maintenance program at half the price while at the same time offering more service. RMNI also does not require any mandatory upgrades or updates for 15 years. This means a customer can keep their existing system and avoid upgrade costs or push them down the road quite a bit. During the pandemic, this has been a very popular option to defer costs that the vendors otherwise would require the customer to undertake. RMNI can push potentially tens of millions of dollars for its larger customers down the road for many years. This includes deferring costs, required upgrades, and migrations that the vendors would otherwise require. The other part of this is that there's just not a lot of value that's related to some of those upgrades. Most of RMNI's clients are large to very large publicly traded entities or governments, so there is significant savings for customers. In terms of catalysts, RMNI argues that its TAM opportunity is huge. Oracle and SAP alone bill out around $30 bln a year in maintenance plus RMNI recently added its AMS service. Between the two of them, that's a $170 bln TAM opportunity. Another catalyst is that RMNI sees a significant amount of upsell opportunity within the existing client base plus there is good opportunity to grow internationally. On a final note, if you want to take a deep dive on Rimini Street, the company is hosting an Investor Day on Feb 1 via live webcast |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3374
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:12 pm: |
|
QTRX is a life sciences co that has developed ultra-sensitive digital immunoassay platforms that advance precision health for life sciences research and diagnostics. Quanterix's platforms are based on its proprietary digital "Simoa" detection technology. Quanterix's Simoa bead-based and planar array platforms enable customers to detect protein biomarkers in extremely low concentrations in blood, serum and other fluids that, in many cases, are undetectable using conventional, analog immunoassay technologies. Simoa is designed to enable much earlier disease detection, better prognoses and enhanced treatment methods. The technology is currently being used for research applications in several therapeutic areas, including oncology, neurology, cardiology, inflammation and infectious disease. QTRX is also a pandemic play as it was able to quickly pivot to producing COVID-19 testing capabilities. Its advances in ultra-sensitive proteomics testing enable top researchers to tackle important COVID challenges and accelerate its Neurology tools strategy with vital new additions to its assay menu supporting both Alzheimer's and COVID-19 research and diagnostics. The stock has been rallying over the past week since QTRX provided bullish revenue guidance for Q4 that surprised a lot of people. QTRX was also recently awarded an $18.2 mln contract with the NIH to accelerate the development of a SARS-CoV-2 antigen test. On a final note, while QTRX's technology looks promising, we'd be cautious about chasing it up here given its big move. But it's worth keeping on the radar for a pullback |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3373
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:11 pm: |
|
AOSL is a supplier of a broad range of power semiconductors. AOSL focuses on high-volume applications, including portable computers, flat panel TVs, LED lighting, smart phones, battery packs, consumer/industrial motor controls and power supplies for TVs, computers, servers and telecom equipment. The stock has been strong since early November when AOSL reported strong Q1 (Sep) results. The company said that business momentum accelerated in SepQ despite the pandemic. Shipments were strong across most product categories, particularly computing and consumer applications. Over the years, AOSL has evolved from a component supplier to more of an end-to-end supplier by engaging more deeply with customers and becoming more of a strategic partner. Looking ahead, AOSL says it has a strong pipeline of new products, new customers, and new design wins. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3372
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:11 pm: |
|
EMKR is a provider of advanced mixed-signal products that serve the aerospace & defense and broadband communications markets. Its components and systems support a broad array of applications including navigation and inertial sensing, defense optoelectronics, broadband transport, 5G wireless infrastructure, optical sensing, and cloud data centers. The company posted solid Q4 (Sep) results with a 23% sequential increase in revenue to $33.5 mln. EMKR has been having some supply chain issues since the pandemic started, but there was some improvement in SepQ with only a modest number of challenges in the supply chain throughout Asia. In terms of its individual business areas, Cable TV demand in SepQ drove strong performance in the Broadband unit. MSOs continue to invest in their networks to break bottlenecks created by bandwidth demands for work-at-home and stay-at-home entertainment. Its Cable TV products segment has a strong order book well into JunQ of 2021. In Aerospace & Defense, its QMEMS and Defense Opto led a quarter where revenue was up 3%. Looking ahead to Q1 (Dec), EMKR is expecting to see a strong performance from Cable TV, QMEMS, and its Defense Optoelectronic product lines. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3371
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:11 pm: |
|
Calix (CALX) is a supplier of cloud and software platforms, systems and services. It primarily sells broadband access equipment to communications service providers (CSPs), including carriers and cable companies. Given more activity taking place at home, Calix has seen greater strain on service provider broadband networks. This in turn requires service providers to respond by increasing capacity on their networks to handle the higher data traffic, which has boosted demand for Calix's products. Last week, Calix reported Q3 results that set quarterly records across nearly all metrics and were well above prior guidance. Overall demand was robust with revenue growth being led by its small customers. Overall, Calix is seeing very strong demand as CSPs deal with the huge increases in network traffic. Calix concedes that the larger portion of the current overperformance in demand is a pull forward to relieve short-term network capacity constraints. So hopefully this dynamic does not become a headwind in 2021, but we'll keep an eye on it. The stock jumped on the robust Q3 results and has been steadily climbing since late April as the name has been getting on more radar screens. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3370
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:11 pm: |
|
AMKR is a provider of semiconductor packaging and test services. Last month, AMKR reported robust Q4 results. This was led by the Communications segment, where revenue continues to be robust, mainly driven by the launch of next-generation 5G smartphones. Revenue increased 8% sequentially and 43% yr/yr. This growth reflects Amkor's solid position in the smartphone market and its broad footprint in 5G phones, particularly in the RF domain as well as in modems, sensors, and peripheral devices. This segment should be a tailwind for years to come given the expected higher semiconductor content in 5G phones over the next few years. Also, 5G adoption is expanding. Market data shows 5G penetration rate increasing from close to 20% in 2020 to around 35% in 2021. Amkor is also benefitting from a rebounding automotive market. This segment grew nearly 15% sequentially in Q4 with continued improvement expected in Q1. Another strong vertical has been Amkor's consumer segment as IoT wearables and other applications showed considerable growth in Q4, resulting in 60% yr/yr revenue growth. Revenue in the computing end market was also better than expected with sequential growth of 9%. As you can see, AMKR is enjoying strong growth in multiple sectors. Looking ahead, Amkor expects Q1 to be another strong quarter, with revenue up 15% yr/yr, driven by continued recovery in automotive and better than seasonal demand for smartphones. Amkor also sees 2021 as another good growth year as 5G deployment, high performance computing, IoT wearables and recovery in automotive are all expected to drive strong demand for its services. And if all that were not enough, Amkor was recently added to the S&P MidCap 400. Finally, AMKR has an attractive valuation, trading at 13x 2021 EPS. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3369
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:10 pm: |
|
ICLK is an online marketing and enterprise data provider that connects marketers with audiences in China through both PC and mobile devices. ICLK collects data from a variety of channels and then constructs user profiles, which typically include information on a user's attributes, such as his or her demographics, geographic location, device preference, spending history, personal interest etc. ICLK reported record results in Q3 with revenue rising 27% yr/yr to $68 mln and the company has achieved four consecutive quarters of positive adjusted net income. China's economy recovery continues, and people are beginning to resume traveling within the country. This is in stark contrast to Europe which is experiencing a resurgence of the coronavirus. ICLK sees itself at the intersection of the continued digitalization of China and the changing behavior of China's consumers who are more comfortable shopping online due to the pandemic. Of note, advertising budgets have been recovering across-the-board in recent months because of the relaxation of restrictions on economic and social life due to a slowdown of COVID-19 cases in China. Based on the current commercial environment, ICLK expects that brands may allocate more of their ad budgets to mobile and online targeted marketing. On a final note, the stock has been running since ICLK provided a bullish outlook in mid-January wherein the company said it expects its Enterprise Solutions (ES) full year revenue to more than double on a yr/yr basis. S such, the stock seems a bit stretched in the near term. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3368
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:10 pm: |
|
UPWK operates a work marketplace that connects businesses with independent talent. It serves everyone from one-person startups to 30% of the Fortune 100 with a platform that enables companies and freelancers to work together. Skill sets include website & app development, creative & design, customer support, finance & accounting, consulting, and operations. The stock jumped in early November when UPWK reported a surprise profit in Q3 when a loss was expected. Revenue rose 24% yr/yr to $96.75 mln, which also was nicely above consensus. UPWK also guided higher for Q4 revenue. Its Q3 performance was fueled by strength from both existing and new clients, who adopted Upwork in record numbers. Helping to fuel the gains in Q3 was an expansion of its platform to serve customers with Project Catalog, a curated collection of pre-scoped projects that provides a new click-and-buy way for clients and freelancers to instantly begin working together on the Upwork marketplace. A nice aspect about UPWK is that its platform tends to focus on higher-ticker, longer-duration projects. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3367
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:10 pm: |
|
CMBM is a provider of wireless broadband networking infrastructure. Products include intelligent radios, smart antennas, RF, algorithms, wireless-aware switches and its cloud-based network management software. Its wireless portfolio is used by commercial and government network operators as well as broadband service providers to connect people, places and things. With a single network architecture spanning fixed wireless and Wi-Fi, Cambium enables operators to achieve maximum performance with minimal spectrum. CMBM delivered record revenue and profitability during Q3 as demand for wireless broadband connectivity continued to grow. Cambium says it's one of the few, if not the only wireless company deploying a multi-gigabit wireless fabric under a single pane of glass. With the addition of its new 60 GHz millimeter wave solutions, Cambium is changing the economics of broadband by bringing cost-effective access at multi-gigabit wireless speeds to homes and businesses everywhere. Given its new product momentum, CMBM expects a strong finish to the calendar year and says it's very well positioned for its next stage of growth |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3366
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:09 pm: |
|
FLGT is a provider of genetic testing and Next Generation Sequencing services. Its initial focus has been on offering comprehensive genetic testing to provide physicians with clinically actionable diagnostic information. The company has developed a proprietary technology platform that integrates data comparison and suppression algorithms, adaptive learning software, advanced genetic diagnostics tools and integrated lab processes. The company believes its current test menu, which includes approximately 18,000 single-gene tests and more than 850 multi-gene, disease-specific panels, offers more genes for testing than its competitors in today's market. The stock has been moving up of late as FLGT has recently become somewhat of a coronavirus play. It now offers end-to-end processing, analysis and reporting for its recently launched COVID-19 tests. The company is currently accepting samples directly to its lab in California. Its lab has the capacity to accept and process thousands of samples per day for COVID-19 testing alone. Rapid turnaround time is crucial. Over 95% of FLGT's COVID-19 reports have been delivered to providers within 24 hours, and many have been delivered within the same day. In early August, FLGT reported very strong upside to Q2 results. It also said that Q2 volume increased over 1200% sequentially, and FLGT expects momentum through the balance of the year. Its traditional genetic testing orders rebounded in June and July and orders are on track for growth in 2H20. In terms of COVID-19, FLGT says it has been aggressively applying its technology platform, which has resulted in overall average selling price of less than $100 per test, while shortening the average turnaround time to less than 24 hours |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3365
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:09 pm: |
|
QFIN is a China-based digital consumer finance platform and the finance partner of the 360 Group, one of the largest internet companies in China. QFIN matches underserved individual borrowers with credit demand to a diversified pool of financial institutions with credit to supply. When the company started out, it initially was providing guarantees to lenders either directly or indirectly. QFIN has been gradually transitioning to a more technology-centric approach. It has been deleveraging its business to a more healthy level. By providing platform services, QFIN substantially reduces its guarantee services and takes no or limited credit risks related the loans it facilitates. In its most recent quarter (3Q20), loans originated through its digital platform grew nearly 18% yr/yr at RMB66 bln despite some regulatory headwinds late in the quarter. During Q3, approx. 28% of the loan origination was such that QFIN bears no or limited principal risk. QFIN expects to accelerate the growth of this part of its business in the coming quarters. Of note, QFIN has been seeing a continued recovery in consumer demand for credit and further improvement in asset quality. In fact, some key leading indicators of asset quality of its customers are at the best levels ever. The stock has been ramping in recent months, but we caution that QFIN strikes us as more of a speculative name because it's based in China, the stock has been volatile and QFIN does assume credit risk. We would be cautious on this one. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3364
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:09 pm: |
|
EXPI, which also owns Showcase IDX and VirBELA, is a fast-growing residential real estate company with more than 32,000 agents in the US, Canada, the UK and Australia. Its Showcase IDX is a real estate search technology company that helps agents market and grow their businesses and online presence. VirBELA is an immersive technology platform for business, events and education. Its cloud-based environment provides a virtual experience for workers, attendees, students and more to communicate, collaborate, meet and socialize. EXPI recently announced it intends to expand real estate operations to France, India, Mexico, Portugal and South Africa by the end of 2020. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3363
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:09 pm: |
|
PERI is an Israel-based provider of a digital advertising platform, called Undertone, which is focused around social media, search and programmatic marketing. Its proprietary Synchronized Digital Branding combines data, distribution and creativity to deliver advertising stories across screens, platforms and publishers. Its proprietary social marketing platform offers a dashboard for marketers that makes media buying more efficient on Facebook, Snapchat, Instagram, Twitter and other social networks. Its platform also makes it easier for customers by enabling them to gather performance data from various social media outlets all in one place. PERI generates revenue by providing search-based monetization and analytics services for publishers. In addition, PERI generates a small portion of revenue through its consumer products, including Smilebox and IncrediMail. The stock has been in a strong uptrend since March 2020 and got a big boost last month when PERI raised its financial guidance for Q4 pretty substantially (to $100-105 mln from $81-91 mln). The acceleration of Perion's advertising revenue growth is being driven by higher-than-expected revenue synergies from recent acquisitions, as well as higher demand across its CTV and video offerings. Additionally, following the four-year renewal of its partnership with Microsoft's Bing, PERI has seen an increased number of publishers who wish to engage with Perion's search business unit. Despite its improving financial results, we continue to view PERI more on the speculative side due to its small size. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3362
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:08 pm: |
|
SONO is a supplier of multi-room wireless audio products. Its sound system provides an immersive listening experience created by its high-end speakers and components, its proprietary software platform and the ability to wirelessly stream content. Products include wireless and home theater speakers, components, and accessories. SONO also works with a network of partners (Apple Music, Pandora, Spotify, TuneIn) to provide customers with access to voice control, streaming music, internet radio, podcasts and audiobook content. In mid-Nov, SONO surprised investors with a huge earnings beat for Q4 (Sep). Sonos has been a bit of a disappointment since its IPO debut in August 2018. With smart (and cheap) speakers available from Amazon (AMZN), Apple (AAPL) and Google (GOOG), among others, the main question has been how Sonos should attack the market. A key strategy for Sonos is to build its model around high quality products and services that deliver a whole home. The idea is that this creates a virtuous cycle where customers return to add additional Sonos products to their home over time. For this to work, Sonos needs to do two things: add new homes and get existing customers to buy more. On the first, Sonos noted that it just delivered the 15th year in a row of new home growth above 20%, ending this year with nearly 11 mln households globally. On the latter goal, Sonos has typically seen 35-40% of registrations come from existing customers who add another Sonos product. This year, it hit 41% as the launch of Move was a particular success with existing customers. In sum, Sonos believes it's at an inflection point now because it's seeing the kind of free cash flow and adjusted EBITDA that this model can deliver as it scales. In FY20, Sonos posted a record 8.2% adjusted EBITDA margin and that's on track to expand to 12-14% next year. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3361
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:08 pm: |
|
CDMO is a contract development and manufacturing organization (CDMO) focused on development and manufacturing of biopharma drug substances derived from mammalian cell culture. The company provides a comprehensive range of process development, CGMP clinical and commercial manufacturing services. During 4Q18, the company changed its focus to become a pure-play CDMO and ceased its own R&D activities. The stock has been steadily rising since early December when CDMO reported strong Q2 (Oct) record revenue and said it expanded its customer base and project pipeline. This led to a significant increase in FY21 revenue guidance to $84-88 mln. For the first six months of FY21, revenue jumped 38% yr/yr to $46.5 mln. The next few quarters look promising also with a current revenue backlog of $67 mln, up 12% sequentially. This represents the highest level of backlog Avid has achieved since becoming a pure-play CDMO. The company expects to recognize most of this backlog over the next 12 months. In Q2, CDMO signed new orders for $28 mln with new and existing customers including a new process development customer and a new manufacturing project within an existing customer. Finally, the company is small, but it seems to be showing success in its conversion to CDMO. It's also expanding its production capacity and is growing into a decent size CDMO play. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3360
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:08 pm: |
|
APPS provides a Mobile Delivery Platform that helps its clients attract more customers to download their apps. It also helps clients set up monetization features at the time of download, helps them create an easy, frictionless download experience and it helps clients integrate digital payments. APPS also helps clients boost customer engagement after they download apps. APPS recently made a good size acquisition when it bought Mobile Posse, a mobile advertising platform that should complement APPS' existing platform. It will add a nice boost to APPS sales as Mobile Posse posted $55 mln in revs in 2019. APPS is still pretty small, but it's profitable on a non-GAAP basis and is growing strongly as FY20 (Mar) revenue rose 34% to $138.7 mln. In Q4 (Mar), revenue grew 45% yr/yr to $39.4 mln. APPS is a play on consumers increasingly turning to their mobile devices for information, socialization, entertainment, education and home delivery services. While APPS expects some near-term uncertainty in terms of device activations amid carrier store closures and re-opening timelines, APPS says it's seeing strong demand from key advertiser segments, most notably within the mobile gaming, social media, news, content streaming and home delivery segments that collectively comprise the overwhelming majority of the company's app installs. APPS expects consumers' increased usage of these types of apps will continue well beyond the pandemic. Furthermore, APPS eagerly looks forward to broader promotion and adoption of 5G devices later this year as a possible catalyst for increased activations and richer application-based services. The stock jumped on APPS's strong MarQ report in early June. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3359
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:08 pm: |
|
OPRX is a provider of digital health messaging via electronic health records (EHRs), providing a direct channel for pharmaceutical companies to communicate with healthcare providers. Its core product is a patient financial support software application. It replaces traditional physical drug samples by automating the process of distributing coupons and vouchers into healthcare providers' eRx workflow, then automatically delivering them electronically to the pharmacy. Through the OptimizeRx platform, pharmaceutical and biotech manufacturers now have a digital paperless platform to directly offer patients cost savings, education and adherence tools right at the point of prescribing. Its platform eliminates the need for physicians to manage and store physical drug samples by offering a more convenient way to track samples. While it saw strong topline growth in Q1, OPRX's penetration into pharma remains relatively low. OPRX sees a lot of growth ahead. While OPRX's recent growth has been strong (2018 revs +75%), we view OPRX as a speculative name because it's very small. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3358
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:07 pm: |
|
FINV is a fintech platform that operates in China. It connects underserved individual borrowers with financial institutions. FINV is a pioneer in China's online consumer finance industry and has developed experience in the core areas of credit risk assessment, fraud detection, big data and artificial intelligence. Its platform features a highly automated loan transaction process and has had over 112.8 mln cumulative registered users. FINV has been transforming itself to focus more on higher quality customers to reduce credit risk. Due to the shift to better quality customer cohort, FINV’s vintage delinquency is expected to be significantly lower compared to the past several years. As China gradually emerges from the pandemic, its loan business recovery has been gathering momentum. Its loan origination volume in Mainland China for Q3 rose 30% sequentially to over RMB17 bln. Also, its institutional funding partners continue to be supportive with ample funding and ongoing improvement in funding cost. Of note, the company has been expanding beyond China. Its loan volume in Indonesia experienced a strong rebound in Q3 from the depressed levels in Q2 and is now much higher than pre-COVID-19 levels. The stock has been ramping in recent months, but we caution that FINV strikes us as more of a speculative name because it's based in China, the stock has been volatile and FINV does assume credit risk. We would be cautious on this one, just as we were with another Chinese fintech name which joined the rankings last week: 360 DigiTech (QFIN). Finally, FINV reported Q4 earnings last year on March 19, so expect a similar timeframe this year. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3357
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:07 pm: |
|
DQ is a China-based manufacturer of high-purity polysilicon for the solar PV industry. DQ is one of the world's lowest cost producers of high-purity polysilicon. Daqo's highly-efficient and technically advanced manufacturing facility in Xinjiang, China currently has a nameplate annual polysilicon production capacity of 70,000 metric tons. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3356
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:07 pm: |
|
AVNW sells a range of wireless networking products for Communications Service Providers (CSPs), which includes telecom/cable companies, and private network operators, such as government agencies, transportation agencies, energy and utility companies etc. Its products use microwave and millimeter wave technologies to create point to point wireless links for short, medium and long-distance interconnections. Mobile Radio Access Network (RAN) technologies are continually evolving. The rapid increases in data to be transported through the RAN and across the backhaul infrastructure drives the need for better backhaul infrastructure. The stock has been heading sharply higher since the company reported very strong Q1 (Sep) results in early November. Aviat saw improved sales driven by 5G rollouts with wins for its multi-band transport solution for 5G, the industry's simplest multi-band offering which lowers a customer's total cost of ownership by reducing microwave spectrum costs, as well as continued demand for mission critical networks and rural broadband connectivity. Aviat also benefited from increased software sales. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3355
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:06 pm: |
|
HIMX is a supplier of semiconductors and a market leader in display driver ICs and timing controllers used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax also provides controllers for touch sensor displays, in-cell TDDI single-chip, LED driver ICs, power management ICs, scaler products for monitors etc. HIMX says the foundry industry appears to be going through a structural change in supply-demand for the mature process nodes - both 8" and 12". Himax is experiencing major foundry supply shortage in quite a few business areas, including TDDI and DDIC for smartphone, tablet and automotive applications as well as CMOS Image Sensor. For next year's wafer demands, Himax has secured with its foundry partners a capacity which is already larger than the total shipment for this year. In mid-November, Himax provided upbeat Q4 gross margin guidance mainly due to tight foundry capacity which results in better pricing and more favorable product mix. HIMX believes the current tightness is likely to persist throughout the next few years. The stock has been moving higher as these dynamics are leading to margin expansion, however, we see Himax as more on the speculative side given its somewhat small size and limited sell side coverage. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3354
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:06 pm: |
|
ORGO is a regenerative medicine company. It offers a portfolio of bioactive and acellular biomaterials products in advanced wound care and surgical biologics, including orthopedics and spine. Its products are designed to treat a variety of patients with repair and regenerative needs. ORGO notes that skin substitutes are a fast-growing yet underpenetrated segment of the advanced wound care market. ORGO sees good growth potential going forward. For 2020, ORGO has guided to revenue of $311-314 mln, up 19-20% yr/yr, so it's a pretty substantial company. ORGO has been expanding its sales force in recent years in order to get the word out on how its products address patients' needs to treat wounds across all the stages of healing. On the M&A front, ORGO recently acquired CPN Biosciences, which significantly enhances its ability to drive growth in the office channel by broadening Organogenesis' physician offering. The stock has been making a strong move since reporting robust Q3 results with revenue growth of 57%, driven by 66% growth in its Advanced Wound Care product segment. These results were well above expectations and exceeded the high end of prior guidance. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3353
Registered: 05-2011
Posted From: 65.35.45.47
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, March 04, 2021 - 7:05 pm: |
|
MGNI bills itself as the world's largest independent sell-side advertising platform. The company was formed by the April 2020 merger of Rubicon Project and Telaria. Its platform combines Rubicon Project's programmatic expertise with Telaria's leadership in CTV (connected tv). Publishers use Magnite's technology to monetize their content across all screens and formats, including desktop, mobile, audio and CTV. Ad agencies and brands use its platform to access brand-safe, high-quality ad inventory and execute billions of advertising transactions each month. Magnite is independent so it does not compete with its buyers (brands, ad agencies) or sellers (media companies who distribute content). MGNI's job is to conduct a successful auction. It brings inventory to market, buyers bid on it. MGNI runs an auction and the highest price wins. Overall, Magnite is a play on the increasing trend for ad dollars going digital, with streaming TV, in particular, being a lucrative market that is still underpenetrated in terms of share of ad budgets. In early November, Magnite reported strong Q3 growth at 62% yr/yr to $61 mln with growth across all formats including CTV, non-CTV video, mobile and display. These trends are continuing into Q4. Magnite believes a meaningful portion of its growth is coming from broad market share gains. In programmatic ad-supported CTV, Magnite continues to benefit from the acceleration of cord cutting, spend moving to programmatic from direct sales, inventory growth and overall consumer adoption rates. The combination of these factors has significantly accelerated growth in the ad supported CTV market. Magnite says this is a pretty exciting time as marketers shift linear TV dollars to CTV. |
|
Finance & Investment - Stocks, Real Estate, et. al