Equities Focus

Equities Focus | 20th January 2020
22nd January 2020 Atheneum Team
20th January 2020

Key Atheneum Experts

Former CIO – Fiserv
Former SVP Strategy & Marketing – Fiserv
Director of Innovation – Assurant (rival)

Key Information

Technology
HQ – US
Operations – Global

Fiserv, a leading global provider of financial services technology solutions, announced on the 16th January that Dollar Express and Europhil will enhance their anti-money laundering processes using their technology. Q4 2019 earnings are to be released on 4th February. Share price rose 3.4% in the past 30 days and climbed 55% in the past 52 weeks.

Key Atheneum Experts

Former Director of Strategy – EA
Former VP Product & Strategy – Activision (rival)
Head of Global Research & Consumer Insights – Blizzard Entertainment (rival)

Key Information

Technology
HQ – US
Operations – Global

With gaming consoles confirmed to hit the market holiday season 2020, title producers are preparing behind the scenes for the release of their showstoppers. Analysts at several equity research houses predict stable growth for EA given their established and clear product line, and expectation to double down on sports titles like FIFA. Share price rose 4.6% in the past 30 days and climbed 22% in the past 52 weeks.

Key Atheneum Experts

Former Director of Product Management – Samsung
Former VP Marketing – Samsung America
Former Global Brand Director – Huawei (rival)

Key Information

Technology
HQ – South Korea
Operations – Global

Korean tech giant Samsung has hit all-time highs recently and have been announced as the world’s largest holder of patented inventions – possessing almost double the amount of the nearest competitor, IBM. Highs come despite a minor scare in one of its semiconductor facilities earlier this month. Share price rose 11% in the past 30 days and climbed 48% in the past 52 weeks.

Key Atheneum Experts

Former Chief Technical Advisor – Microsoft
Director General – Blackchain & Climate Institute (industry)
Managing Partner – EnergyPro Ltd (industry)

Key Information

Technology
HQ – US
Operations – Global

Microsoft have recently unveiled plans to invest $1bn into organisations working on technologies to reduce carbon emissions. Their Climate Innovation Fund will fund equity investments and debt financing for the development of carbon removal technology. This effort will be separate from their own philanthropic efforts on the environment and they also pledged to be carbon negative by 2030. Share price rose 6.2% in the past 30 days and climbed 55% in the past 52 weeks.

Key Atheneum Experts

Former Managing Director – Risk & Analytics – RELX
Former SVP Sales – RELX
Former Strategy Director – RELX

Key Information

Technology
HQ – UK
Operations – Global

Relx recently acquired ID Analytics, a credit and fraud risk solutions firm, for $375m. This acquisition is their 3rd biggest of the decade, following a path of digital transformation. Relx have transformed their business over the past 10 years, reducing their publishing/print sales from 50% to just 10% today. Share price rose 4.4% in the past 30 days and climbed 20% in the past 52 weeks.