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Top related persons:
Simon Coles - 3 Morgan Stanley - 1 Chetan Ahya - 1 Ahya - 1 Bernstein - 1 — - 1 Narendra Modi - 1 Bill Fitzpatrick - 1
Top related locs:
China Asia U.S India Philadelphia South Carolina . U.S Dallas East
Top related orgs:
Barclays - 3 Investment - 1 Logan Capital Management - 1 Modi - 1 Infrastructure Pipeline - 1 Aecom - 1 Cisco Systems - 1 Juniper Networks - 1

Search resuls for: "Simon Coles"


4 mentions found


☆ India is the new Asia growth story. Here’s why investors are bullish on the outlook
  + stars: | 2024-02-08 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +7 min
As China's property market and deflation woes continue to rattle investors, India's growth outlook appears all the more impressive. Last year's annual report attributed strong revenue growth partially to expansion in the Middle East, India, and Asia, Krishna wrote. "More than revenue, India is an important area for sourcing talent" as well, Krishna wrote. Growth potential For investors looking to gain exposure to the domestic stock market, Indian equities themselves aren't especially cheap though. "You're paying for the growth potential in India, certainly.
Persons: Morgan Stanley, Chetan Ahya, Ahya, Bernstein, —, Narendra Modi, Bill Fitzpatrick, Fitzpatrick, Quincy Krosby, Venu Krishna, Aecom, Krishna, Tim Long, Long, Simon Coles, Krosby, Jeffrey Gundlach, Gundlach, CNBC's, — CNBC's Michael Bloom Organizations: Investment, Logan Capital Management, Modi, Infrastructure Pipeline, Aecom, Barclays, Cisco Systems, Juniper Networks, India —, Semiconductor, Micron Technology, Qualcomm, Logan Capital Locations: India, China, Asia, Philadelphia, South Carolina . U.S, Dallas, East, Asia Pacific, Japan, Coles , U.S, U.S, IShares
☆ This cutting-edge British chip designer's shares are set to soar over 100%, says Jefferies
  + stars: | 2023-09-27 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
London-listed semiconductor company Alphawave Semi 's stock is set to double over the next 12 months, according to Jefferies. The investment bank has set a price target of £2.70 (or 270p) on Alphawave's shares, which implies an upside of 112% from the current level. The bullish view comes despite Jefferies noting Alphawave's "disappointing" profit margins and negative free cash flow in the first half of 2023. According to the investment bank, Alphawave has already achieved four design wins using the advanced " 3nm" manufacturing process, two of which are with major U.S.-based cloud computing giants. The investment bank expects shares to rise by more than 40% over the next 12 months to £1.80 (or 180p) a share.
Persons: Jefferies, Alphawave's, Alphawave, Janardan Menon, Simon Coles Organizations: Jefferies, U.S . Big Tech, AWS, Microsoft, Big Tech, Barclays Locations: U.S, Toronto, Canada, London, Cambridge, Europe
☆ ASML, STMicro, Infineon and more: Barclays predicts the AI impact as earnings loom
  + stars: | 2023-07-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
"We expect AI excitement to continue (hence our Positive industry view)," said the Barclays analysts led by Simon Coles in a note to clients on June 28. The below table highlights the European chip stocks covered by Barclays, the date of their earnings, and the bank's 12-month price target for each. The stock has potential upside of 37.3%, according to Barclays' analysts; the second-highest on their list. The bank's analysts are optimistic about the company's revenue exposure and anticipate a strong quarter driven by the auto sector. Barclays puts Infineon's upside potential at 40% — the highest on its list of chip stocks.
Persons: Simon Coles, ASML, telco, STMicroelectronics Organizations: Barclays, Samsung, Nokia, ASM, Infineon Locations: Asia, China, EUV, STMicro, 2024E
☆ Shares of this little-known global chip firm are set to rise by 50%, Barclays says
  + stars: | 2023-03-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Shares of Alphawave Semi , a U.K.-based technology company that designs custom chips and semiconductors, are expected to rise by more than 50% over the next 12 months, according to Barclays. The investment bank's equity research team initiated coverage of Alphawave Semi with an "overweight" rating on Feb. 20 and expect the share price to rise to £1.60 ($1.92) per share. Alphawave Semi, formerly known as Alphawave IP, designs microchips for routers, fiber optic cables and other networking devices. One acquisition was OpenFive, which gave Alphawave the ability to create custom silicon products using intellectual property it already owns. The other was Banias Labs, which expanded Alphawave's patents and intellectual property.
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