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NIO , LI , XPEV

+39 pts



Deutsche says automakers may 'join forces' or even 'give up on China to some extent' following government comments that it wants consolidation

By cassie on Sept. 21, 2021, 4:23 p.m.
Tagged topics: China , market consolidation , regulatory environment , electric vehicles , Deutsche Bank

Views: 122, Votes: 3, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+38 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 181, Votes: 2, Responses: 0, Attachments: 2
DKNG , RSI , PENN , GNOG

+31 pts



$DKNG - Oppenheimer says GNOG opens up new customer base, expects more industry consolidation ahead

By phenphen on Aug. 10, 2021, 10:29 a.m.
Tagged topics: market consolidation , TAM expansion , mergers and acquisitions , synergies , iGaming

Views: 176, Votes: 1, Responses: 0, Attachments: 2
NIO , XPEV , LI , BIDU

+47 pts



$NIO, $XPEV, $LI - Deutsche says China EV stocks correction mainly driven by competition concerns, expects 'several years of creative destruction' ahead

By cassie on April 16, 2021, 11:49 a.m.
Tagged topics: China , Foxconn , market consolidation , growing competition , electric vehicles , Huawei , Deutsche Bank , Xiaomi , creative destruction , market correction

Views: 275, Votes: 3, Responses: 0, Attachments: 2
T , TMUS , S

+31 pts



The 2 unknowns driving the valuations for global telecom stocks

By phenphen on Sept. 9, 2019, 5:14 p.m.
Tagged topics: new management , DirecTV , market consolidation , growth outlook , DISH

Views: 131, Votes: 1, Responses: 0, Attachments: 0