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Our Coverage

While we have extensive coverage of these stocks, we pride ourselves on thematic research in a variety of spaces

OR

Internet & Retail

Alibaba Alphabet Amazon.com AppLovin Baidu Criteo eBay Etsy Global-e Online Ltd. JD.com LiveRamp Holdings Lyft Meituan Meta Platforms PDD Holdings Roblox Sea Limited Shopify Snap Inc. Tencent Holdings The Trade Desk Uber Technologies Zalando

Semiconductors

Advanced Micro Devices Ambarella Analog Devices Applied Materials Arm Holdings ASM International ASML Holding BE Semiconductor Broadcom Credo Technology Group GlobalFoundries Infineon Intel Marvell Technology Group MediaTek Micron Technology Mobileye NVIDIA NXP Semiconductors Qorvo Qualcomm Rambus SK Hynix Skyworks Solutions Soitec STMicro TSMC United Microelectronics Corp Universal Display Western Digital

Enterprise Software & Security

Atlassian Autodesk Check Point Software Confluent Inc CrowdStrike Holdings Datadog Fortinet Microsoft MongoDB Oracle Palo Alto Networks Salesforce.com SAP SentinelOne ServiceNow Snowflake Teradata Workday Zscaler

Digital Consumer

Adyen NV Apple Block, Inc. Electronic Arts Lenovo LG Display NetEase Nintendo PayPal Holdings, Inc. Pinterest Roku Samsung Electronics Sony Spotify Technology Take-Two Interactive Unity Software Xiaomi

Cable, Satellite & Media

Altice USA Charter Communications Comcast DraftKings Flutter Entertainment Fox Corporation Liberty Formula One Liberty Global Netflix Paramount Global Sunrise Communications AG TKO Group Holdings Walt Disney Company Warner Bros. Discovery

Telecom Operators

AT&T BT Group Deutsche Telekom Frontier Communications Orange SoftBank Group Telecom Italia Telefonica T-Mobile US Verizon Vodafone

Alternative Energy

LG Energy Solution Samsung SDI

Telecom Equipment

Ericsson Nokia

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Tel: +44 207 959 1300

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Dallas, TX 75208
United States



Tel: +1 617 357 4800

Boston Office

Arete Research,
Floor 8, 101 Arch Street
Boston, MA 02110
United States



Tel: +1 617 357 4800

Hong Kong Office

Arete Research,
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Infinitus Plaza,
199 Des Voeux Road Central,
Sheung Wan, Hong Kong

Tel: +852 2541 5550


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