JHVEPhoto Since I presented my ‘Strong Buy’ thesis for Veeva Systems (NYSE:VEEV) in June 2023, their stock price has surged by 21%. I discussed their data analytics and AI capabilities in the healthcare industry. They guide 15.5% revenue growth and 27% adjusted operating income growth for FY25. Veeva clinical platform connects clinical operations and data…
pick-uppath We previously covered Sea Limited (NYSE:SE) in September 2023, discussing its promising prospects in Indonesia attributed to the immediate ban of TikTok’s S-commerce platform. We had reckoned that TikTok’s estimated 2023 GMV of $8.4B might be up for grabs, allowing pure-play e-commerce companies like SE’s Shopee to benefit, naturally triggering our reiterated Buy rating….
Ole_CNX We believe the long-held status as a quasi-monopoly that helped Illumina have consistently high margins is about to end due to rising competition. There are several signs that the company will soon stop benefiting from the MOAT status it has benefited from, and the market is correctly pricing for this scenario. On top of…