Company Notes

November 8, 2021

FIRST LOOK

By Vasily Karasyov

Read More >>

November 8, 2021

One question remains at this point

By Vasily Karasyov

Read More >>

November 8, 2021

Another solid quarter, adjusting estimates

By Vasily Karasyov

Read More >>

November 5, 2021

Adjusting estimates following Q1 FY22 report

By Vasily Karasyov

Read More >>

November 4, 2021

The sentiment can be bottoming today

By Vasily Karasyov

Read More >>

November 3, 2021

FIRST LOOK

By Vasily Karasyov

Read More >>

November 3, 2021

FIRST LOOK

By Vasily Karasyov

Read More >>

November 3, 2021

Better than feared but noise not helping in the short term

By Vasily Karasyov

Read More >>

November 3, 2021

Maintain Neutral, 12 months price target $53

By Vasily Karasyov

Read More >>

November 2, 2021

FIRST LOOK

By Vasily Karasyov

Read More >>

October 26, 2021

Virtual Non-Deal Roadshow with the CFO on December 8th

By Vasily Karasyov

Read More >>

October 18, 2021

Updating estimates, raising price target to $51

By Vasily Karasyov

Read More >>

October 17, 2021

Virtual Non-Deal Roadshow with the CFO on December 8th

By Vasily Karasyov

Read More >>

October 16, 2021

Our thesis will be tested; a look at what may happen

By Vasily Karasyov

Read More >>

October 3, 2021

Benefits from political spending in FY22 are not entirely understood

By Vasily Karasyov

Read More >>