Zoom Video Communications, Inc. (ZM) began trading in April 2019, in the same quarter as the likes of Lyft, Pinterest or Uber. Contrary to their fellow debutants, many of which were household names, Zoom was not a widely recognized brand at the time. The company was perceived merely as one of many newly listed tech…

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Video games served as a panacea to many throughout 2020 as the COVID-19 pandemic and ensuing lockdowns caused individuals to spend significantly increased amounts of time at home. As a result, the global gaming industry thrived in 2020 with the total market value figure reaching 162.3 billion USD, a 7.06% increase on 2019. Major gaming…

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ETFs, a basket of securities that trade on an exchange, are moving into space. Space-related exchange-traded funds (space ETFs) are soaring on the New York Stock Exchange; well-known providers of space ETFs are SDPR and Procure, offering S&P Kensho Final Frontiers ETF (ROKT) and Space ETF (UFO) respectively.  Most recently, Ark Investment, an investment management…

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Three milestone deals over the course of the last twelve months have caused the six central players in the food delivery industry to consolidate into four. The competition for a cheaper delivery service, the global restaurant shift to a ‘delivery-first’ model and the prioritization of liquidity have accelerated consolidation amongst market leaders, with a number…

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With the rollout of 5G wireless networks on the way, it is worth identifying the potential winners across various subsectors in the context of one of the key technological advancements of the recent past. Given the direct relationship between risk and return, whenever there is significant upside potential, the risks will follow accordingly. This report…

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Over the last few years the US, UK, Japan and Australia have all moved to ban companies from using Huawei network equipment, citing national security concerns. Consequently, these governments have prevented plans for Huawei to expand its 5G network. This has naturally left a large gap in the 5G market of these countries, which other…

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A semiconductor is a material that has a conductivity level which lies between that of an insulator, such as a ceramic block, and that of a conductor, such as a piece of metal. The MOSFET (metal-oxide-semiconductor field-effect transistor) is the most commonly used semiconductor device and and its silicon variation dominates the semiconductor market space,…

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