You can never have enough predictions.
That seems to be the view of Jefferies analyst Brent Thill. As noted in a previous article, Thill on Monday issued a list of his top internet stock picks and some forecasts for 2021. In a separate mammoth research note this time close to 200 pages Thill provides an outlook on the other half of his coverage universe, enterprise application, infrastructure and security stocks.
That group had a spectacular year in 2020, generating returns that will be tough to match in 2021. Thill notes that as a group software outperformed the
S&P 500 by 36 percentage points, the biggest gap in 20 years. Valuations in the group expanded 56% in 2020, after broadening 26% in 2019 and 7% in 2018. Thill thinks the group will outperform again in 2021, driven by strong fundamentals, but he thinks multiple expansion will be limited given the strong recent returns.
OFFICE 365 down reports are on the rise, with users of Microsoft Teams, SharePoint and OneDrive all reporting issues today. Here is the status latest for the popular Microsoft services.
Read more about FB, Google, Microsoft halt political contributions after US Capitol riot on Business Standard. Facebook, Google and Microsoft have announced that they were freezing political contributions from their political action committees in the wake of riot in the US Capitol by Trump s supporters
12 gennaio 2021 07:41
Fonte: Adnkronos
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HONG KONG, Jan. 12, 2021 /PRNewswire/ A technology, product, and manufacturing solutions specialist Computime Group Limited ( Computime or the Company , together with its subsidiaries the Group , stock code: 320.HK) is pleased to participate in the CES 2021 Virtual Exhibition with its latest HVAC product platform and IoT platform solutions, showcasing its improving capability to deliver connected and comprehensive solutions to customers
Computime s latest HVAC product platform is a full line of control products and field devices with the latest Zigbee 3.0 technology an open global standard for wireless communication between devices. This integration allows full interconnectivity between products including smart room thermostats, radiator valve controllers, pump controllers, environmental sensors and more. Its high inclusivity also facilitates its application to different system types, aiding customers in building the