February 27, 2024
We believe there are two main takeaways from the Q4 report. First, it’s safe to assume now that the bias to the guidance and estimates is to the upside. There may be room for improved…
September 18, 2023
We are initiating coverage of U at the time when the company is undergoing a business model transformation following the acquisition of IS in November last year. In our view, for the stock to work…