Publication – Khaveen Investments

Technology

Qorvo Vs. Skyworks: Better Stock To Ride The 5G Wave

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Qualcomm: Stock Price Suppressed By Coronavirus

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Infineon: Acquisition Of Cypress Establishes The World’s Top Automotive Chipmaker

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STMicroelectronics: Spread Too Thin

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NXP Semiconductors: Bargain Buy In Europe

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Intel: The Growth Story Continues

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Analog Devices: Revenue Shielded From COVID-19

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Micron, Samsung, And SK Hynix: The DRAM Oligopoly

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NAND Market Positioned for Strong Recovery

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Intel: Mobileye And Moovit Valued At $35.2 Bln

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Top 5G Stocks To Buy

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Intel: Price Correction An Overreaction

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ASML: Shift To EUV Will Boost Sales By 44%

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Qualcomm: Transition To 5G Back On Track

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Apple: Whether It’s Time To Buy The Stock

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Lam Research: Positive 2021 On Solid Customer Capex

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Nvidia: Arm Acquisition Will Increase Share Price By 18%

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Microsoft: Leading The Cloud Software Market

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Samsung: Anticipating Another Strong Year Of Growth

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Top 2 Stocks In South Korea

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AMD: Full Throttle Expansion Across All Market Segments

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Micron: Sky-High Price Targets Justified?

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Intel: Is The Brand Overvalued?

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Micron: Q4 FY18 Post-Earnings Update

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Discretionary

Amazon: Still The Best Growth Stock To Buy

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Alibaba: Revenue To Grow 31% From China’s Middle-Class Boom

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Communications

SoftBank Corp.: 5G Acceleration And Beyond Carrier Strategy Boost

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Baidu: Pivoting Towards Long-Term AI Growth Opportunities

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Facebook: Still The Best Social Media Stock To Buy

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Tencent: Chinese Social Network Giant Has 39% Upside

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Alphabet: Internet Usage Growth Of 18.8% Results In 124% Stock Price Upside

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Mobile Telesystems: Best Russian Stock To Buy

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Financials

SoftBank: Stock Trading At 34% Discount To Net Asset Value

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SoftBank: Still 40% Of Upside Left

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JPMorgan: Strong Diversification And Excellence Across Segments

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Interactive Brokers: Best Pure-Play Brokerage Stock

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PayPal: Riding The Global Cashless Wave

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Square: The Must-Buy Fintech Stock

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Fiserv Vs. Fidelity National Information Services: Better Fintech Stock in Banking And Payment Processing

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Afterpay: Competition Threatens Global Expansion

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Adyen: Payments Processing Star

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StoneCo: Building The Digital Payments Ecosystem Of Brazil

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Bill.Com: Stretched Valuation Despite $46bln Market Opportunity

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Intuit Vs Xero: Better Accounting Software Stock To Buy

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Visa Vs. Mastercard: Battle Of The Payment Giants

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Lufax: Best Chinese Fintech Stock To Buy

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