Pavan Sharma

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28 April 2023 -

Microsoft: Cloud Carries

27 April 2023 -

Daily Note: Box Shipments & The Read-Through

We found this chart interesting ahead of Amazon’s earnings — box shipments from one of America’s largest manufacturers of boxes, the aptly named Packaging Corp.

27 April 2023 -

Alphabet retains its Advertising Crown

Retaining BUY on Alphabet – strong ad sales continue to be the main “cash machine” here while its cloud division finally reports a profit.

27 April 2023 -

Activision Blizzard Gets Caught up with UK Regulators | A2 + Synlait pain | RBA – hikes ahead?

26 April 2023 -

Three ASX Bank Stocks to Buy in 2023 

24 April 2023 -

Invocare Bid gets Pulled | Aussie Miners | Big Tech’s Big Week Ahead

21 April 2023 -

Netflix: Cracking on Sharing

21 April 2023 -

NZ Inflation Slows | US Earnings Continue

20 April 2023 -

Sky TV: Cost Headwind