Company Notes

February 26, 2020

The transition accelerates, comes with estimates cuts, will take time

By Vasily Karasyov

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February 25, 2020

Adjusting FY20 estimates; maintain Neutral

By Vasily Karasyov

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February 17, 2020

If you like the stock for the right reason, Q4 report was a positive; BUY

By Vasily Karasyov

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February 14, 2020

Group lunch with the CFO on February 20th

By Vasily Karasyov

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February 13, 2020

FIRST LOOK

By Vasily Karasyov

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February 13, 2020

Maintain Neutral, lowering estimates and price target

By Vasily Karasyov

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February 12, 2020

Operating trends solid but the sentiment around the industry remains a headwind

By Vasily Karasyov

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February 12, 2020

Incorporating Q3 FY20 results; adjusting estimates

By Vasily Karasyov

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February 11, 2020

FIRST LOOK

By Vasily Karasyov

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February 10, 2020

Adjusting estimates

By Vasily Karasyov

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February 6, 2020

FIRST LOOK

By Vasily Karasyov

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February 6, 2020

FIRST LOOK

By Vasily Karasyov

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February 6, 2020

Finally a quarter with no distractions; raising PT to $44, reiterate Buy

By Vasily Karasyov

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February 6, 2020

CEO & CFO Group Lunch, LIMITED SPACE

By Vasily Karasyov

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February 5, 2020

Maintain Neutral rating; adjusting esitmates post Q1 FY20 report

By Vasily Karasyov

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